PWM Senior Wealth Planner - U.S. Bancorp : Job Details

The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning. The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning. Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients goals and objectives. Partners with relationship teams to support new client opportunities. May work directly with clients, or in conjunction with the senior team members. Basic Qualifications. Bachelor's degree or equivalent work experience. Typically 10 or more years of weath planning experience. Preferred Skills/ Experience. Strong client presentation skills. Proficiency to learn and present with planning software. Basic knowledge of financial planning concepts. Ability to independently learn complex planning concepts & software. JD, CPA, CTF...Wealth, Planner, Senior, Financial Planning, Technology, Banking