U.S. Bank · 1 week ago
PWM Senior Wealth Planner
Denver, CO
Full-time
Hybrid
Senior Level, Lead/Staff
$139K/yr - $164K/yr
10+ years expU.S. Bank is on a journey to help customers and businesses make smarter financial decisions. The PWM Senior Wealth Planner focuses on providing clients with comprehensive and goals-based planning services, including lifestyle, protection, philanthropic, tax, business transition, and estate planning.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
The PWM Wealth Planner is focused on providing clients with comprehensive and goals-based planning
The Wealth Planner provides the following comprehensive planning services to clients: lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, estate planning
Has expertise of planning software, marketing collateral, and customizable planning deliverables to develop tailored solutions that meet clients’ goals and objectives
Partners with relationship teams to support new client opportunities
May work directly with clients, or in conjunction with the senior team members
Qualification
Required
Bachelor's degree or equivalent work experience
Typically 10 or more years of wealth planning experience
Preferred
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
JD, CPA, CTFA, CFP and/or advanced degree
Extensive knowledge of Wealth Management products & services
Problem solving and analytical skills
Effective verbal and written communication skills
Benefits
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
Company
U.S. Bank
At U.S.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$991MKey Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO
Leadership Team
John C Stern
CFO
Shruti Patel
Executive Vice President & GM, CPO- Business Banking segment
Recent News
2026-01-22
2026-01-20
2026-01-20
Company data provided by crunchbase