U.S. Bancorp

2 days ago

PWM Wealth Planner

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Provide comprehensive, goals-based wealth planning for clients, covering areas such as lifestyle, protection, philanthropic, tax, business transition, and estate planning. Use expertise in planning software, marketing collateral, and customizable deliverables to create tailored solutions aligned to clients’ objectives. Partner with relationship teams to support new client opportunities and may work directly with clients or alongside senior team members.

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide comprehensive, goals-based planning services including lifestyle, protection, philanthropic, tax, business transition, and estate planning.
•Develop tailored client solutions using planning software, marketing collateral, and customizable planning deliverables.
•Partner with relationship teams to support new client opportunities.
•Work directly with clients, or in conjunction with senior team members.
•Present recommendations and planning information to clients.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPensionPaid LeaveAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Typically 10 or more years of wealth planning experience.
•Strong client presentation skills.
•Proficiency to learn and present with planning software and independently learn complex concepts and software.
•Basic knowledge of financial planning concepts and extensive knowledge of wealth management products and services.

Experience:10+ years

Education:Bachelor's

Skills:Client presentationProblem solvingAnalytical skillsVerbal communicationWritten communication

Certifications:JDCPACTFACFP

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 days ago

PWM Wealth Planner

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Columbus

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide comprehensive, goals-based planning services including lifestyle, protection, philanthropic, tax, business transition, and estate planning.
•Develop tailored client solutions using planning software, marketing collateral, and customizable planning deliverables.
•Partner with relationship teams to support new client opportunities.
•Work directly with clients, or in conjunction with senior team members.
•Present recommendations and planning information to clients.

Pay and Benefits

Salary: USD 134,280 - 164,120 annually

Perks:Health InsuranceDentalVisionLife InsuranceDisability InsuranceParental Leave401kPensionPaid LeaveAdoption Assistance

Key Requirements

•Bachelor's degree or equivalent work experience.
•Typically 10 or more years of wealth planning experience.
•Strong client presentation skills.
•Proficiency to learn and present with planning software and independently learn complex concepts and software.
•Basic knowledge of financial planning concepts and extensive knowledge of wealth management products and services.

Experience:10+ years

Education:Bachelor's

Skills:Client presentationProblem solvingAnalytical skillsVerbal communicationWritten communication

Certifications:JDCPACTFACFP

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor