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Job Details

PWM Wealth Planner

Company name
US Bank.

Experience
8 yrs required

Location
Las Vegas, NV, United States

Employment Type
Full-Time

Industry
Legal

Posted on
Nov 26, 2022

Apply for this job






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.
2300 W Sahara Ave
Las Vegas
Nevada
United States
Website : http://www.usbank.com

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