Private Wealth Management Planner - New York, United States - U.S. Bank National Association

U.S. Bank National Association

Verified Company

New York, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

At U.S. Bank, we're on a journey to do our best.

Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential.

A career with U.S.

Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.

The Private Wealth Management (PWM) Planner provides PWM clients with the opportunity to obtain objective, comprehensive and needs based advice for building and preserving wealth and transferring to future generations.

Provides the following comprehensive planning services to affluent clients:

asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, stock option analysis, executive planning, and business succession planning.

Uses sophisticated planning software and other resources.

Develops and collaborates with each client a specific plan tailored with suggested solutions designed to meet the client's goals and objectives.

Develops and presents seminars on planning topics for clients, potential clients, and professionals. Facilitates planning with the client's other professional advisors. Identifies new clients and referral sources.

Basic Qualifications

CPA designation or JD degree
10 or more years of recent consulting, accounting, or legal experience with a major law or accounting firm structuring complex estate and financial planning transactions for clients with investable assets exceeding $75 million and directly advising clients on the same

Preferred Skills/Experience

Familiar with forming and operating entities typically used for estate planning purposes, including, but not limited to Limited Liability Partnerships, Limited Liability Corporations, C & S Corporations
Ability to independently analyze, structure, and review financial planning documents
Ability to analyze and provide solutions relative to stock options
Strong problemsolving and analytical skills
Demonstrated leadership skills
Excellent interpersonal, verbal and written communication skills
Excellent presentation skills

Location

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work.

That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind.

Our benefits include the following (some may vary based on role, location or hours):

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Shortterm and longterm disability
Pregnancy disability and parental leave
401(k) and employerfunded 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

EEO is the Law
U.S. Bank is an equal opportunity employer committed to creating a diverse workforce.

We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need.

Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.