Private Wealth Management Wealth Planner

U.S. Bank • Chicago, IL • 2h ago

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Job Description

The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients' goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members.

Basic Qualifications

Bachelor's degree or equivalent work experience

Typically seven or more years of weath planning experience

Preferred Skills/Experience

Strong client presentation skills

Proficiency to learn and present with planning software

Basic knowledge of financial planning concepts

Ability to independently learn complex planning concepts & software

-CFP/advanced degree

Extensive knowledge of Wealth Management products & services

Problem solving and analytical skills

Effective verbal and written communication skills

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

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

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $126,810.00 - 154,990.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Senior Manager, Reliability Acceleration, Supply Chain

Walgreens • Deerfield, IL • 3h ago

Management & Administrative

Job Summary Responsible for accelerating network-wide maintenance and automation reliability performance through the development, implementation, and sustained adoption of strategic programs, operational capabilities, an...

3h ago

Go to Apply

Adobe AJO Application Consultant

Accenture • Chicago, IL • 1d ago

Management & Administrative

We Are: Accenture helps the world's leading enterprises reinvent by building their digital core and unleashing the power of AI to create value at speed for organizations across industries. Our strategy is to be the reinv...

1d ago

Go to Apply

Vice President, Americas Marketing - United States

Cornerstone onDemand • Chicago, IL • 2d ago

Management & Administrative

Vice President, Americas Marketing Location : Flexible within Americas Region (Remote/Hybrid Options Available) Department : Marketing Reports To : VP, Revenue Marketing - (Part of MLT) About Cornerstone OnDemand Corners...

2d ago

Go to Apply

Key Account Manager

WSP USA • Chicago, IL • 2d ago

Management & Administrative

This Opportunity WSP is initiating a search for an Account Manager to support one of our most strategic freight rail clients. Locations for this role includes but not limited to Kansas City, St. Louis, Chicago, Houston,...

2d ago

Go to Apply

Customer Service Associate - Temporary

Walgreens • River Forest, IL • 2d ago

Management & Administrative

Models and delivers a distinctive and delightful customer experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Enga...

2d ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Chicago, IL • 2d ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

2d ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Chicago, IL • 2d ago

Management & Administrative

2d ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Maywood, IL • 2d ago

Management & Administrative

2d ago

Go to Apply

Mailroom Clerk

The Walsh Group • Chicago, IL • 2d ago

Management & Administrative

OVERVIEW We are currently seeking a Mailroom Clerk for our corporate office, in Chicago, IL. The Mailroom Clerk is responsible for accurately and promptly receives, sorts, delivers, picks up and processes courier items,...

2d ago

Go to Apply

Manager, Industry Technology Strategist

Avanade Inc. • Chicago, IL • 2d ago

Management & Administrative

Be the architect behind the win. At Avanade, the best deals aren't just sold - they're engineered. As a Manager level, Industry Technology Strategist, you sit on the front lines of our growth, working shoulder to shoulde...

2d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)