Wealth Management- Philanthropic Advisor

Wealth Management - Philanthropic Advisor 2

Join to apply for the Wealth Management
- Philanthropic Advisor 2 role at U.S. Bank

At U.S. Bank, we’re committed to helping customers, businesses, and communities make smarter financial decisions and grow together.

Serve as a dedicated Philanthropic Advisor for selected high-net-worth and ultra-high-net-worth organizations, individuals, or families within a defined market or region. Work closely with senior members of the relationship team to meet clients’ philanthropic planning, wealth planning, estate planning, and wealth transfer needs. Develop new and expand current wealth management relationships, focusing on private foundations, endowments, planned giving programs, and other charitable entities.

Must have an established professional network in the local and/or regional market. The role may require substantial travel within the defined geographic territory.

• Bachelor’s degree, or equivalent work experience
• 10 or more years of functional experience (recent consulting, accounting, or legal experience with a major law or accounting firm, corporate fiduciary, or nonprofit organization)
• Professional designation(s) such as JD, MBA, CPA, CTFA, CFP, Chartered Advisor in Philanthropy (CAP), Certified 2164 Trainer, and/or Graduate of National Trust School Program

• Broad knowledge of philanthropic, fiduciary, tax, and estate planning disciplines
• Experience drafting or reviewing charitable, estate, business, or other planning documents for clients with net worth exceeding $10 million
• Well-developed communication skills
• Strong analytical and problem‑solving skills
• Deep tact, diplomacy, and people skills

Our benefits and total rewards consider your whole self and are designed to help you thrive in and outside work. Benefits include healthcare (medical, dental, vision), basic and optional life insurance, short‑term and long‑term disability, pregnancy disability and parental leave, 401(k) and employer‑funded retirement plan, paid vacation, paid holidays, adoption assistance, and Sick and Safe Leave accruals.

Salary range: $ – $ (may vary by location). Additional benefits may include equity stock purchase plan, 401(k) contributions, and pension (subject to eligibility).

U.S. Bank is an equal‑opportunity employer. We consider qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status.

U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Learn more about the E‑Verify program.

Posting may be closed earlier due to high volume of applicants.