PWM Wealth Strategist
Core
Develop and bring new client relationships generally above $10MM net worth into Private Wealth Management and deepen relationships with existing clients.
Role type
Private Wealth Strategist
Builds
Client relationships and wealth planning strategies for high/ultra-high net worth individuals
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
wealth planning, estate planning, tax planning, business succession planning, fiduciary advice, sales, business development
Preferred skills
drafting estate or business documents, JD/CPA/CTFA/CFP certification, advanced degree
Technologies
N/A
Responsibilities
Work with Private Wealth Advisors to acquire new high-net-worth clients; collaborate with wealth management specialists to broaden existing client relationships; serve as subject matter expert in estate, income tax, protection, business succession, and philanthropic strategies; leverage U.S. Bank wealth products to implement strategies with internal and external advisors; grow the PWM business within assigned markets using professional networks.