U.S. Bank Financial Planner - San Diego, CA in Fargo, North Dakota
At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. 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.
Provides Private Client Reserve 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.
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 a net worth exceeding $10 million and directly advising clients on the same
Ability to independently analyze, structure, and review financial planning documents
Ability to independently address and provide solutions to administrative and tax issues in managing assets subject to such techniques
Basic knowledge of 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 analyze and provide solutions relative to stock options.
Strong problem-solving and analytical skills
Demonstrated leadership skills
Excellent interpersonal, verbal and written communication skills
Excellent presentation skills
Job: Investments / Insurance
Primary Location: United States
Shift: 1st - Daytime
Average Hours Per Week: 40
Requisition ID: 170015140