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About the Role
The PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. They will help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The Wealth Strategist will serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice. They will focus on growing the PWM business within their assigned Market by utilizing their established professional network.
Responsibilities
- Work with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
- Assist with client discovery.
- Collaborate with wealth management specialists to deepen and broaden relationships with existing clients.
- Meet all of client’s wealth planning, estate planning and wealth transfer needs.
- Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice.
- Leverage thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors.
- Grow the PWM business within assigned Market by utilizing established professional network in the local and/or regional market.
Requirements
- Bachelor's degree, or equivalent work experience.
- Typically 10 or more years of wealth management experience with high/ultra-high net worth clients.
- Juris Doctor (JD) degree preferred.
- Strong attention to details.
- Effective verbal and written communication skills.
- Proficiency with Microsoft Office applications.
- Broad knowledge of fiduciary, tax or estate planning products, services, and strategies.
- Experience drafting or reviewing estate or business documents.
- Strong sales and business development acumen.
- Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Skills
- Fiduciary products
- Estate planning
- Income tax planning
- Protection planning
- Business succession planning
- Philanthropic strategies
- Trust and fiduciary advice
- Microsoft Office applications
Location
- Primary location
Work Type
- Full-time
Experience Level
- 10 or more years of wealth management experience with high/ultra-high net worth clients
Education Level
- Bachelor's degree
- Juris Doctor (JD) degree preferred
Salary/Compensations
- $139,230.00 - $163,800.00
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
About the Company
- 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.
- 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.
- 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.
Equal Opportunity
- 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.