PWM Wealth Strategist

Job Description

The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships generally above $10MM net worth into Wealth Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and internal advisors. The Risk Management focus of the role involves analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth will face including : estate liquidity, creditor (asset protection), personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment.

Basic Qualifications - Bachelor's degree, or equivalent work experience - 10 or more years of financial planning experience with HNW / UHNW clients Preferred Skills / Experience - Insurance consultation and planning experience, including overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal knowledge preferred - Ability to articulate complex planning concepts to clients in a simple and easily understandable manner - Demonstrated strong presentation and public speaking skills - Excellent verbal, written and interpersonal communication skills - JD, CPA or other similar advanced degree or designation strongly preferred - Related insurance and securities licenses

Location : The role offers a hybrid / flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits : Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $170,255.00 - $200,300.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and / or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.