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Senior PWM Wealth Planner — Hybrid, Goals- Planning
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-07-25
Listing for:
U.S. Bank
Full Time, Per diem
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
U.S. Bank seeks a PWM Wealth Planner to deliver comprehensive, goals-based planning for clients. You will cover lifestyle, protection, tax, estate, and business transition planning, using planning software to craft tailored solutions.
Ideal candidates have 10+ years in wealth planning, strong client presentation skills, and credentials such as JD/CPA/CTFA/CFP. The role offers a hybrid schedule with in-office and flexible days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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