PWM Planning Analyst
About the position
The PWM Planning Analyst at U.S. Bank is responsible for supporting the technical aspects of comprehensive and goals-based financial planning. This role involves working closely with PWM Planners and Strategists to develop customized financial plans that align with clients' goals and objectives. The analyst will conduct in-depth analyses of client financial statements and prepare related materials for client meetings, ensuring compliance with internal procedures and regulations.
Responsibilities
Support the technical aspects of comprehensive and goals-based financial planning.
,
Work under the oversight of PWM Planners and Strategists to develop customized financial plans.
,
Prepare in-depth analysis of client financial statements using appropriate financial planning tools.
,
Prepare financial plans and related analysis for client meetings.
,
Follow account opening procedures and understand internal suspicious activity referral requirements.
,
Work with customers to understand their normal account activity.
Requirements
Bachelor's degree or equivalent work experience.
,
Up to three years of related experience.
,
Good knowledge of departmental operations/policies and U.S. Bank products and services.
,
Effective interpersonal, verbal, and written communication skills.
,
Strong client-facing skills.
,
Ability to identify and resolve exceptions and interpret data with minimal guidance.
,
Proficient in Microsoft Office applications.
,
Well-developed analytical skills.
,
Pursuit of professional credentials (CFP, CFA, etc.) is a plus.
Nice-to-haves
Experience in financial planning or analysis.
,
Familiarity with investment products and services.
Benefits
401(k)
,
401(k) matching
,
Adoption assistance
,
Dental insurance
,
Disability insurance
,
Health insurance
,
Life insurance
,
Paid vacation (from two to five weeks depending on salary grade and tenure)
,
Up to 11 paid holiday opportunities
,
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year.
Apply Now
The PWM Planning Analyst at U.S. Bank is responsible for supporting the technical aspects of comprehensive and goals-based financial planning. This role involves working closely with PWM Planners and Strategists to develop customized financial plans that align with clients' goals and objectives. The analyst will conduct in-depth analyses of client financial statements and prepare related materials for client meetings, ensuring compliance with internal procedures and regulations.
Responsibilities
Support the technical aspects of comprehensive and goals-based financial planning.
,
Work under the oversight of PWM Planners and Strategists to develop customized financial plans.
,
Prepare in-depth analysis of client financial statements using appropriate financial planning tools.
,
Prepare financial plans and related analysis for client meetings.
,
Follow account opening procedures and understand internal suspicious activity referral requirements.
,
Work with customers to understand their normal account activity.
Requirements
Bachelor's degree or equivalent work experience.
,
Up to three years of related experience.
,
Good knowledge of departmental operations/policies and U.S. Bank products and services.
,
Effective interpersonal, verbal, and written communication skills.
,
Strong client-facing skills.
,
Ability to identify and resolve exceptions and interpret data with minimal guidance.
,
Proficient in Microsoft Office applications.
,
Well-developed analytical skills.
,
Pursuit of professional credentials (CFP, CFA, etc.) is a plus.
Nice-to-haves
Experience in financial planning or analysis.
,
Familiarity with investment products and services.
Benefits
401(k)
,
401(k) matching
,
Adoption assistance
,
Dental insurance
,
Disability insurance
,
Health insurance
,
Life insurance
,
Paid vacation (from two to five weeks depending on salary grade and tenure)
,
Up to 11 paid holiday opportunities
,
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year.
Apply Now