Pwm Wealth Strategist

U.S. Bank

Base: $126,820.00 - $149,200.00; bonus/equity: not...
High net worth client relationships
Estate and income tax planning
Business succession planning
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

Job Summary

  • 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.
  • 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.
  • Our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Matching Summary

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.

Salary

Base: $126,820.00 - $149,200.00; Bonus/Equity: Not specified; Benefits: Healthcare, insurance, disability, retirement plan, paid vacation, holidays, adoption assistance, sick leave

Skills & Requirements

Must-have

  • High net worth client relationships
  • Estate and income tax planning
  • Business succession planning
  • Fiduciary products and advice
  • Sales and business development acumen

Nice-to-have

  • Client discovery and deepening relationships
  • External and internal advisor collaboration
  • Philanthropic strategies
  • Attention to detail
  • Effective communication skills

Key Requirements

  • 10 or more years wealth management experience
  • Bachelor's degree or equivalent work experience
  • Proficiency with Microsoft Office applications
  • Broad knowledge of fiduciary, tax or estate planning
  • Experience drafting or reviewing estate or business documents

Work Rights

Not specified

Tailored Resume

Cover Letter