U.S. Bank · 5 hours ago
Financial Planning Consultant
Minneapolis, MN
Full-time
Onsite
Senior Level, Lead/Staff
$120K/yr - $141K/yr
10+ years expU.S. Bank is on a journey to help customers and businesses make better financial decisions. The Financial Planning Consultant is responsible for supporting relationship managers in financial planning growth and enhancing client experience within U.S. Bank Wealth Management.
BankingFinancial ServicesInsuranceMortgageWealth Management
Responsibilities
Provides proactive coaching and support through planning subject-matter-expertise to drive planning activity
Strategize on best practices, planning acumen and client opportunities centered on client goals
Partners with regional leadership and stakeholders to identify key planning opportunities and growth strategies
Leverage reporting and leader insights to focus efforts and advance the planning experience
Drives operational excellence through product management, defined success measures and coordinated field readiness
Deliver training presentations to relationship managers and field leadership
Support an exceptional client experience by advancing growth initiatives, strengthening plan quality efforts, and fostering ongoing education
Qualification
Required
Bachelor's degree or equivalent work experience
10 or more years of wealth management experience
Preferred
Deep knowledge of Wealth Management Financial Planning
Well-developed verbal and written communication skills
Ability to develop content and educational material for teams and client use on financial planning related topics
Provide technology, strategy, and coaching to relationship managers on financial planning with focus supporting growth efforts
FINRA Series 7 & 63, or willingness to obtain
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