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Senior PWM Wealth Strategist - UHNW Estate Planning

Job in Minneapolis, Hennepin County, Minnesota, 55400, USA
Listing for: U.S. Bank
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 160000 - 188000 USD Yearly USD 160000.00 188000.00 YEAR
Job Description & How to Apply Below

The PWM Wealth Strategist collaborates with Private Wealth Advisors to bring new >$10MM net worth clients into U.S. Bank's Private Wealth Management team.

You’ll help with client discovery and coordinate with wealth management specialists to deepen relationships, addressing wealth planning, estate planning, and wealth transfer needs. As a subject matter expert in fiduciary, tax and estate planning, you’ll leverage U.S.

The Senior PWM Wealth Strategist - UHNW Estate Planning position in the Management & Operations, Sales field is open for applications.

We would love to welcome a new Senior PWM Wealth Strategist - UHNW Estate Planning to our team in Minneapolis, MN, United States.

For the Senior PWM Wealth Strategist - UHNW Estate Planning position at U.S. Bank, we are reviewing applications now.

Step into the Senior PWM Wealth Strategist - UHNW Estate Planning role at U.S. Bank in Minneapolis, MN, United States and grow with us.

Position Requirements
10+ Years work experience
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