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 Job!