Elite PWM Wealth Strategist for UHNW Clients
us bankChicago, IL
Elite PWM Wealth Strategist for UHNW Clients
us bankChicago, ILSenior L5
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)U.S. Bank in Chicago is seeking a PWM Wealth Strategist to partner with Private Wealth Advisors to bring new client relationships generally above $10MM into Private Wealth Management.
You will help with client discovery and work with wealth management specialists to deepen relationships, addressing wealth planning, estate planning and wealth transfer needs. Expertise in fiduciary and tax planning is valued.
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Level
Senior L5
Location
Chicago, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
11 days ago