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At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with existing clients. The WPIS will serve as a subject matter expert in financial planning, insurance products, (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance, and trust and fiduciary advisory, with a special focus on Risk Management. The WPIS will have an independent ability to provide solutions for the client's financial status using the most advanced tax, wealth transfer, business structure and protection strategies, and will help implement these strategies working with the client's external and internal advisors. The Risk Management focus of the role involves analysis and mitigation of a broad spectrum of financial and personal risks that a family of wealth will face including: estate liquidity, creditor (asset protection), personal security, property and casualty loss, reputation, lifestyle protection, employment practices, and insurance needs assessment.

Basic Qualifications

- Bachelor's degree, or equivalent work experience

- 10 or more years of financial planning experience with HNW/UHNW clients

Preferred Skills/Experience

- Insurance consultation and planning experience, including overseeing a wealth plan from engagement to implementation

- Demonstrated new business development and client acquisition success

- Strong understanding of complex financials, trust and estate documents and tax returns

- Specialized asset protection and legal knowledge preferred

- Ability to articulate complex planning concepts to clients in a simple and easily understandable manner

- Demonstrated strong presentation and public speaking skills

- Excellent verbal, written and interpersonal communication skills

- JD, CPA or other similar advanced degree or designation strongly preferred

- Related insurance and securities licenses

Location:

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

E-Verify

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $170,255.00 - $200,300.00

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.