Job DescriptionThe Planning Consultant is responsible for advancing the wealth planning experience across Private Wealth Management, Ascent, and Personal Trust by providing planning expertise, coaching, training, and consulting support to relationship managers and business partners.
This role serves as a trusted advisor and field-facing planning resource, helping teams deepen planning conversations, identify client opportunities, strengthen planning acumen, and improve adoption of planning best practices. The consultant partners directly with advisors, private wealth advisors, trust officers, and business leaders to deliver education, coaching, and strategic guidance that drives business growth and enhances the client experience.
The Planning Consultant develops and delivers training programs, coaching strategies, educational content, and field readiness initiatives that increase planning knowledge, confidence, and effectiveness. The role also collaborates with stakeholders to identify opportunities to enhance planning capabilities, support new hire onboarding, and process improvement.
In addition, the consultant provides subject matter expertise on complex planning topics, conducts quality reviews and case consultation, and helps ensure planning practices remain aligned with business objectives and risk management expectations.
Basic Qualifications:-Bachelor's degree or equivalent work experience
-10 or more years of wealth management experience
Preferred Skills/Experience:- Deep knowledge of wealth planning and high net worth strategies
- Demonstrated ability to coach, mentor, and develop financial professionals
- Ability to build relationships and communicate effectively with relationship managers
- Experience developing training curriculum, educational materials, coaching, and/or field communications
- Strong knowledge of planning technology, planning processes, and advisor workflow
- Demonstrated analytical and problem-solving skills with experience leveraging data and reporting to drive decision making.
Location expectationsThis role requires working from a U.S. Bank location three (3) or more days per week. Position can be located in Minneapolis or Charlotte.
Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $119,765.00 - $140,900.00
Posting may be closed earlier due to high volume of applicants. 
