Wealth Planning Consultant

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

The Planning Consultant is responsible for advancing the wealth planning experience across Private Wealth Management, Ascent, and Personal Trust by providing planning expertise, coaching, training, and consulting support to relationship managers and business partners.

This role serves as a trusted advisor and field-facing planning resource, helping teams deepen planning conversations, identify client opportunities, strengthen planning acumen, and improve adoption of planning best practices. The consultant partners directly with advisors, private wealth advisors, trust officers, and business leaders to deliver education, coaching, and strategic guidance that drives business growth and enhances the client experience.

The Planning Consultant develops and delivers training programs, coaching strategies, educational content, and field readiness initiatives that increase planning knowledge, confidence, and effectiveness. The role also collaborates with stakeholders to identify opportunities to enhance planning capabilities, support new hire onboarding, and process improvement.

In addition, the consultant provides subject matter expertise on complex planning topics, conducts quality reviews and case consultation, and helps ensure planning practices remain aligned with business objectives and risk management expectations.

• -Bachelor’s degree or equivalent work experience
• -10 or more years of wealth management experience

• - Deep knowledge of wealth planning and high net worth strategies
• - Demonstrated ability to coach, mentor, and develop financial professionals
• - Ability to build relationships and communicate effectively with relationship managers
• - Experience developing training curriculum, educational materials, coaching, and/or field communications
• - Strong knowledge of planning technology, planning processes, and advisor workflow
• - Demonstrated analytical and problem-solving skills with experience leveraging data and reporting to drive decision making.

This role requires working from a U.S. Bank location three (3) or more days per week. Position can be located in Minneapolis or Charlotte.

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.

• 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

Review our full benefits available by employment status here.

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…