Pwm Wealth Planning Analyst

U.S. Bank

Base: $81,515.00 - $95,900.00; bonus/equity: not s...
Not specified (assumed to be hybrid based on typical industry practices).
In-depth financial analysis
Client meeting support
Understanding account activity
U.S. Bank is seeking a PWM Wealth Planning Analyst to support technical aspects of comprehensive financial planning, including client financial analyses and preparation of financial plans. The ideal candidate will possess relevant experience, strong analytical skills, and effective communication abilities

Job Summary

  • At U.S. Bank, we’re on a journey to help customers make better financial decisions.
  • The Planning Analyst supports comprehensive and goals-based planning.
  • Our benefits are designed to help you and your family boost your health and financial security.

Matching Summary

Match Score: 85

U.S. Bank is seeking a PWM Wealth Planning Analyst to support technical aspects of comprehensive financial planning, including client financial analyses and preparation of financial plans. The ideal candidate will possess relevant experience, strong analytical skills, and effective communication abilities.

Salary

Base: $81,515.00 - $95,900.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • In-depth financial analysis
  • Client meeting support
  • Understanding account activity

Nice-to-have

  • Effective communication skills
  • Strong client facing skills
  • Pursuit of professional credentials

Key Requirements

  • Bachelor's degree or equivalent experience
  • Up to three years of related experience

Work Rights

Not specified

Tailored Resume

Cover Letter