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PWM Wealth Planner
Company name
US Bank.
Experience
8 yrs required
Location
Scottsdale, AZ, United States
Employment Type
Full-Time
Industry
Legal
Posted on
Nov 26, 2022
Profile
PWM Wealth Planner
Duties: The candidate 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.
Additional Information
Job Id: 2022-0024481
Company info
US Bank.
4253 N Scottsdale Rd
Scottsdale
Arizona
United States 85251
Website : http://www.usbank.com
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