Wealth Strategist

Wealth Strategist

Company Overview:

U.S. Bank is driven to aid its clients and businesses in making judicious financial decisions and supporting the prosperity of the communities they serve. Their mission is anchored in enabling the potential of every individual and presenting them with the necessary tools and opportunities to thrive professionally. Joining U.S. Bank provides a broad spectrum of opportunities for exploration, skill enrichment, and the pursuit of passions from the inception of one's employment.

Job Description:

U.S. Bank Wealth Strategist helps clients identify and achieve their financial goals through a holistic approach. Our teams provide expert advice on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. PWM also specializes in business-sale advisory and pre-transaction planning.

A critical aspect of the Private Wealth Advisor (PWA) role involves identifying, acquiring, and strengthening client relationships. This position utilizes knowledge in investments, banking, estate planning, and trust services to provide tailored financial solutions that meet the needs of clients. The PWA plays a key role in driving growth through building relationships internally and externally, with the support of a team of specialists. Moreover, the PWA acts as a representative of U.S. Bank in the community and facilitates connections for PWM's strategic partners in the region.

Key Responsibilities:

• Recognize, attain, and cultivate relationships with clients of significant wealth and exceptional wealth.
• Present in-depth wealth and estate planning counsel, advising on various aspects such as investment choices, banking services, credit options, insurance policies, and fiduciary duties.
• Tailored solutions are designed by aligning with the client's specific circumstances and needs.
• Partner with in-house professionals to tackle client demands across different specialized domains.
• - Act as a bridge between clients and strategic partners for Private Wealth Management, fostering beneficial relationships.
• Accelerate the advancement of sales and nurture the formation of fresh client relationships within PWM.
• Prioritize and oversee client relationships with a holistic strategy.

Basic Qualifications:

• Fulfillment of the requirements for a bachelor's degree or relevant industry know-how.
• Demonstrated history of working with high-value clients for a period exceeding 8 years.

Requested Skills & Knowledge:

• Skilled in maintaining connections and managing relationships, with a focus on networking and facilitating business expansion.
• Flourishing in designated client demographics or vertical markets via cultivated strategic partnerships.
• Using experience-based client profiling to devise custom solutions that cater to their demands.
• Ability to organize and prioritize a team of specialists to address client needs.
• Demonstrates strong communication skills by breaking down complex ideas into simpler terms.
• A strong drive for problem-solving and serving as a strategic counselor to clients.
• Empowering individuals to make independent choices and take responsibility for business results.
• The favored qualifications include designations such as CFA or CFP.

Benefits:

Our benefits package is geared towards fostering the well-being and success of our employees, designed to empower them to excel both at work and beyond. The benefits on offer may differ based on various factors such as the specific role, the location of the employee, or the hours worked, but typically include a wide range of choices:

• Encompassing medical, dental, and vision care, healthcare supports individuals in maintaining their overall health.
• Insurance: Basic term and optional term life insurance.
• Disability policies are designed to offer protection and financial stability to those facing disabilities that hinder their capacity to earn a living.
• Parental leave refers to the time granted to new parents to take care of their children and recover from pregnancy-related conditions.
• Retirement Fund: A 401(k) plan supported by contributions from the employer for retirement savings.
• Paid time off benefits encompass a 2 to 5 week paid vacation allotment and the opportunity to take up to 11 paid holidays, contingent upon the employee's salary grade and period of service.
• Adoption financial support: Aid offered to assist with expenses involved in the adoption journey.
• Accruals for Sick and Safe Leave pertain to the acquiring of days off for both sick time and safe time purposes.

Apply Now