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Senior Wealth Planner — Goal- Estate & Tax Strategy
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-06-20
Listing for:
Us Bank
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
U.S. Bank is looking for a PWM Wealth Planner in Seattle, WA, responsible for providing clients with comprehensive and personalized planning services such as lifestyle, protection, and tax planning.
The ideal candidate will have a bachelor's degree and over 10 years of wealth planning experience, alongside excellent client interaction skills and proficiency in planning software. Benefits include healthcare, 401(k), and adaptive leave policies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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