Financial Planner

Financial Planner

Job Description:

U.S. Bank Private Wealth Management (PWM) 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.

The Private Wealth Advisor (PWA) is responsible for identifying, acquiring, and deepening client relationships. This role leverages knowledge of investments, banking, estate planning, and trust services to offer comprehensive financial solutions tailored to client needs. The PWA is expected to drive growth by building relationships both internally and externally, with support from a team of specialists. Additionally, the PWA serves as a U.S. Bank representative in the community and acts as a conduit for PWM’s strategic partners in the region.

Key Responsibilities:

• Identify, secure, and bolster relationships with affluent and extremely affluent customers.
• Offer comprehensive advice on wealth and estate planning, providing insights on investments, banking services, credit options, insurance solutions, and fiduciary duties.
• By recognizing the client's specific needs and circumstances, customized solutions can be developed.
• Coordinate efforts with in-house experts to cater to client requirements in multiple specialized fields.
• Broker connections between clients and strategic allies to strengthen the scope of services offered by Private Wealth Management.
• Increase sales traction and stimulate the building of new client associations in the realm of PWM.
• Manage and prioritize client connections by employing a comprehensive strategy.

Basic Qualifications:

• Having earned a bachelor's degree or substantial practical familiarity.
• Established career spanning at least 8 years dedicated to serving clients with substantial financial means.

Required Qualifications & Skillset:

• Exhibiting strong capabilities in network establishment and relationship management, with a focus on business development and networking strategies.
• Achieving success in targeted client demographics or vertical industries through strategic partnership initiatives.
• Drawing on client profiling insights to create specialized strategies that cater to their unique experiences and preferences.
• Ability to organize and prioritize a team of specialists to address client needs.
• Expert at communicating complex concepts clearly and concisely.
• Exhibiting a sincere commitment to finding solutions and offering strategic guidance to clients.
• Demonstrating the ability to make independent decisions and take responsibility for business results is a valuable skill in the corporate world.
• Individuals with titles such as CFA or CFP are the preferred candidates.

Benefits:

Our benefits package supports the health and well-being of our team members, designed to help you thrive in and outside of work. Benefits may vary based on role, location, or hours but generally include:

• Medical, dental, and vision services under the healthcare system aim to provide individuals with comprehensive health coverage.
• Insurance: Basic term and optional term life insurance.
• Disability insurance, whether short-term or long-term, serves as a vital resource to mitigate the financial strains faced by individuals impacted by disabilities.
• The need for parental leave arises from the recognition of the importance of supporting employees through the transitions of pregnancy and early parenthood.
• Retirement Security: An employer-sponsored 401(k) plan with contributions to aid in retirement savings.
• Employees are provided with paid time off benefits, which involve a 2 to 5 week paid vacation allowance and the opportunity to enjoy up to 11 paid holidays, based on their salary grade and tenure with the company.
• Financial aid for adoption: Support provided to help with the adoption process expenses.
• Accruing time off for illness and safety needs falls under the category of Sick and Safe Leave accruals.

Company Overview:

U.S. Bank is dedicated to assisting its customers and businesses in making intelligent financial choices and aiding in the growth and prosperity of the communities they engage with. They believe in empowering each individual's potential by providing the tools and opportunities necessary for advancement in their careers. A career at U.S. Bank presents a vast range of opportunities for exploration, learning new skills, and discovering what excites individuals right from the very beginning.

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