FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in wealth planning and high net worth strategies, with a strong focus on coaching, training, and developing financial professionals. Proven ability to enhance planning capabilities and align practices with business objectives and compliance standards.
Highest-signal resume keywords
Wealth Management ExperienceCoaching And MentoringTraining Curriculum DevelopmentPlanning Technology KnowledgeAnalytical And Problem-Solving Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Wealth PlanningHigh Net Worth StrategiesTraining Program DevelopmentData AnalysisCase Consultation
Soft Skills
Relationship BuildingEffective Communication
Tools & Technologies
Planning TechnologyAdvisor Workflow
Certifications & Qualifications
FINRA RegistrationNMLS Registration
Industry Keywords
Private Wealth ManagementBusiness ConductRisk ManagementCode Of EthicsBank Secrecy Act
About the role
Key responsibilities & impact- Advance the wealth planning experience across Private Wealth Management, Ascent, and Personal Trust
- Provide planning expertise, coaching, training, and consulting support to relationship managers and business partners
- Serve as a trusted advisor and field-facing planning resource
- Help teams deepen planning conversations, identify client opportunities, strengthen planning acumen, and improve adoption of planning best practices
- Partner with advisors, private wealth advisors, trust officers, and business leaders to deliver education, coaching, and strategic guidance
- Develop and deliver training programs, coaching strategies, educational content, and field readiness initiatives
- Collaborate with stakeholders to enhance planning capabilities, support new hire onboarding, and improve processes
- Provide subject matter expertise on complex planning topics
- Conduct quality reviews and case consultation
- Help ensure planning practices align with business objectives and risk management expectations
Requirements
What you’ll need- Bachelor’s degree or equivalent work experience
- 10 or more years of wealth management experience
- Deep knowledge of wealth planning and high net worth strategies
- Demonstrated ability to coach, mentor, and develop financial professionals
- Ability to build relationships and communicate effectively with relationship managers
- Experience developing training curriculum, educational materials, coaching, and/or field communications
- Strong knowledge of planning technology, planning processes, and advisor workflow
- Demonstrated analytical and problem-solving skills with experience leveraging data and reporting to drive decision making
- Must comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies
- Certain positions may be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or applicable federal guidelines
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