Wealth Planning Consultant

U.S. Bank•Minneapolis, MN

1d•$119,765 - $140,900•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

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.
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 that drives business growth and enhances the client experience.
Developing and delivering training programs, coaching strategies, educational content, and field readiness initiatives that increase planning knowledge, confidence, and effectiveness.
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.
Helping ensure 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
Incentive and recognition programs
Equity stock purchase
Pension (all benefits are subject to eligibility requirements)