Senior PWM Wealth Strategist for HNW Clients
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-03
Listing for:
Us Bank
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
U.S. Bank is seeking a PWM Wealth Strategist to work with Private Wealth Advisors to cultivate and bring new client relationships generally above $10MM net worth into Private Wealth Management.
You will help with client discovery, collaboration with wealth management specialists, and deepen existing client relationships across wealth planning, estate planning, and fiduciary guidance. The role requires extensive wealth planning experience, strong sales acumen, and advanced certifications.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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