Private Wealth Management – Wealth Strategist

U.S. Bank

. Work with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management .

Posted 10/1/2026full-timeIrvine • California • United StatesSeniorLead💰 $139,230 - $163,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates extensive expertise in wealth management, particularly with high and ultra-high net worth clients, focusing on estate and income tax planning, fiduciary products, and business succession strategies. Strong communication and business development skills are essential for building and maintaining client relationships.

Highest-signal resume keywords

Wealth Management ExperienceEstate Planning ExpertiseFiduciary Product KnowledgeBusiness Development AcumenMicrosoft Office Proficiency

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Wealth ManagementEstate PlanningTax PlanningFiduciary ProductsBusiness Succession PlanningPhilanthropic StrategiesDocument DraftingClient DiscoveryWealth Transfer StrategiesCompliance with Policies

Soft Skills

Attention to DetailEffective Communication

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

High Net Worth ClientsPrivate Wealth ManagementU.S. Bank PoliciesCode of EthicsBusiness Conduct

About the role

Key responsibilities & impact

Work with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management
Assist with client discovery
Work with wealth management specialists to deepen and broaden existing client relationships
Collaborate with relationship team members to meet clients' wealth planning, estate planning, and wealth transfer needs
Serve as a subject matter expert in estate and income tax planning, protection planning, business succession planning, philanthropic strategies, and trust and fiduciary advice
Leverage knowledge of U.S. Bank wealth products, including fiduciary products, to identify and implement strategies with clients' external and internal advisors
Grow the PWM business within the assigned market using an established professional network in the local and/or regional market

Requirements

What you’ll need

Bachelor's degree, or equivalent work experience
Typically 10 or more years of wealth management experience with high/ultra-high net worth clients
Strong attention to details
Effective verbal and written communication skills
Proficiency with Microsoft Office applications
Broad knowledge of fiduciary, tax or estate planning products, services, and strategies
Experience drafting or reviewing estate or business documents
Strong sales and business development acumen
Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
Applicants 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
Pension