Senior Wealth Planner: Strategic, Goals- Guidance

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 position is for the Senior Wealth Planner:
Strategic, Goals-Based Guidance role at U.S. Bank.

For the Senior Wealth Planner:
Strategic, Goals-Based Guidance position at U.S. Bank, we are reviewing applications now.

Step into the Senior Wealth Planner:
Strategic, Goals-Based Guidance role at U.S. Bank in Seattle, WA, United States and grow with us.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.