Senior Wealth Planner: Strategic, Goals- Guidance
Listed on 2026-10-06
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Finance & Banking
Wealth Management
U.S. Bank is seeking a seasoned PWM Wealth Planner in Seattle to deliver comprehensive goals-based planning for high-net-worth clients. You will work with relationship teams to identify opportunities and tailor financial solutions across lifestyle, estate, tax, and business transition planning.
You will leverage planning software, present strategies to clients, and mentor junior staff while maintaining a client-centric approach. JD/CPA/CFP or advanced degree preferred.
Our group is growing, and we are hiring a Senior Wealth Planner:
Strategic, Goals-Based Guidance in Seattle, WA, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Planner:
Strategic, Goals-Based Guidance role in the description above.
We appreciate your interest in this position.
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