Private Wealth Management Planner

U.S. Bank

. Provide clients with comprehensive and goals-based planning .

Posted 10/15/2026full-timeUnited StatesSeniorLead💰 $126,810 - $154,990 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive knowledge of Wealth Management products and services, along with strong client presentation skills and the ability to develop tailored financial planning solutions using planning software. Proficient in problem solving, analytical thinking, and effective communication to support client needs and compliance with regulatory standards.

Highest-signal resume keywords

Wealth Management ExperienceClient Presentation SkillsPlanning Software ProficiencyFinancial Planning Concepts KnowledgeAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Wealth ManagementFinancial PlanningPlanning SoftwareTax PlanningEstate PlanningBusiness Transition PlanningPhilanthropic PlanningAnalytical SkillsProblem Solving

Soft Skills

Effective CommunicationClient Relationship ManagementIndependent Learning

Tools & Technologies

Planning Software

Industry Keywords

U.S. Bank PoliciesCode of EthicsBusiness ConductWorkplace ConductSafety Policies

About the role

Key responsibilities & impact

Provide clients with comprehensive and goals-based planning
Deliver lifestyle, protection, philanthropic, tax, business transition, and estate planning services
Use planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions
Partner with relationship teams to support new client opportunities
Work directly with clients or in conjunction with senior team members

Requirements

What you’ll need

Bachelor's degree or equivalent work experience
Typically seven or more years of wealth planning experience
Strong client presentation skills
Proficiency to learn and present with planning software
Basic knowledge of financial planning concepts
Ability to independently learn complex planning concepts & software
Extensive knowledge of Wealth Management products & services
Problem solving and analytical skills
Effective verbal and written communication skills
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
Must comply with applicable employment eligibility verification requirements

Benefits

Comp & perks

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
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension