Description

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. Helps with client discovery and works with wealth management specialists to deepen and broaden relationships with existing clients. The Wealth Strategist will work closely with other members of the relationship team to meet all of client’s wealth planning, estate planning and wealth transfer needs. 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. Leverages thorough knowledge of all Wealth products offered by U.S. Bank, including fiduciary products, to identify and implement strategies working with client's external and internal advisors. Focuses to grow the PWM business within assigned Market by utilizing established professional network in the local and/or regional market.

Requirements

Basic Qualifications 
- Bachelor's degree, or equivalent work experience 
- Typically 10 or more years of wealth management experience with high/ultra-high net worth clients

Preferred Skills/Experience 
- Strong attention to details 
- Effective verbal and written communication skills 
- Proficiency with Microsoft Office applications 
- Broad knowledge of fiduciary, tax or estate planning products, services, and strategies 
- Experience drafting or reviewing estate or business documents
- Strong sales and business development acumen