Wealth Planning Consultant

U.S. Bank • Minneapolis, MN

17h • Hybrid

About The Position

The Planning Consultant is responsible for advancing the wealth planning experience across Private Wealth Management, Ascent, and Personal Trust by providing planning expertise, coaching, training, and consulting support to relationship managers and business partners. This role serves as a trusted advisor and field-facing planning resource, helping teams deepen planning conversations, identify client opportunities, strengthen planning acumen, and improve adoption of planning best practices. The consultant partners directly with advisors, private wealth advisors, trust officers, and business leaders to deliver education, coaching, and strategic guidance that drives business growth and enhances the client experience. The Planning Consultant develops and delivers training programs, coaching strategies, educational content, and field readiness initiatives that increase planning knowledge, confidence, and effectiveness. The role also collaborates with stakeholders to identify opportunities to enhance planning capabilities, support new hire onboarding, and process improvement. In addition, the consultant provides subject matter expertise on complex planning topics, conducts quality reviews and case consultation, and helps ensure planning practices remain aligned with business objectives and risk management expectations.

Requirements

• Bachelor’s degree or equivalent work experience
• 10 or more years of wealth management experience

Nice To Haves

• Deep knowledge of wealth planning and high net worth strategies
• Demonstrated ability to coach, mentor, and develop financial professionals
• Ability to build relationships and communicate effectively with relationship managers
• Experience developing training curriculum, educational materials, coaching, and/or field communications
• Strong knowledge of planning technology, planning processes, and advisor workflow
• Demonstrated analytical and problem-solving skills with experience leveraging data and reporting to drive decision making.

Responsibilities

• Providing planning expertise, coaching, training, and consulting support to relationship managers and business partners.
• Serving as a trusted advisor and field-facing planning resource.
• Helping teams deepen planning conversations, identify client opportunities, strengthen planning acumen, and improve adoption of planning best practices.
• Partnering directly with advisors, private wealth advisors, trust officers, and business leaders to deliver education, coaching, and strategic guidance.
• Developing and delivering training programs, coaching strategies, educational content, and field readiness initiatives.
• Collaborating with stakeholders to identify opportunities to enhance planning capabilities, support new hire onboarding, and process improvement.
• Providing subject matter expertise on complex planning topics.
• Conducting quality reviews and case consultation.
• Ensuring planning practices remain aligned with business objectives and risk management expectations.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Senior