Senior Wealth Planner: Strategic, Goals- Guidance
Listed on 2026-11-04
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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.
This role, Senior Wealth Planner:
Strategic, Goals-Based Guidance at U.S. Bank, could be your next move.
This role, Senior Wealth Planner:
Strategic, Goals-Based Guidance at U.S. Bank, could be your next opportunity.
Are you ready to take on the Senior Wealth Planner:
Strategic, Goals-Based Guidance role at U.S. Bank?
We would love to welcome a new Senior Wealth Planner:
Strategic, Goals-Based Guidance to our team in Seattle, WA, United States.
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