U.S. Bank · 1 day ago
PWM Senior Wealth Planner
Dallas, TX
Full-time
Onsite
Senior Level, Lead/Staff
$139K/yr - $164K/yr
10+ years expU.S. Bank is dedicated to helping customers and businesses make informed financial decisions while supporting community growth. The PWM Senior Wealth Planner role focuses on providing comprehensive and goals-based planning services, including lifestyle, protection, philanthropic, tax, business transition, and estate planning to clients.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Providing clients with comprehensive and goals-based planning
Offering lifestyle planning, protection planning, philanthropic, tax planning, business transition planning, and estate planning services
Utilizing planning software, marketing collateral, and customizable planning deliverables to create tailored solutions for clients
Partnering with relationship teams to support new client opportunities
Working directly with clients or in conjunction with 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
2026-01-16
2026-01-16
Company data provided by crunchbase