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.
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• Work under the oversight of PWM Planners and Strategists to develop customized financial plans.
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• Prepare in-depth analysis of client financial statements using appropriate financial planning tools.
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• Prepare financial plans and related analysis for client meetings.
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• Follow account opening procedures and understand internal suspicious activity referral requirements.
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• Work with customers to understand their normal account activity.

Requirements
• Bachelor's degree or equivalent work experience.
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• Up to three years of related experience.
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• Good knowledge of departmental operations/policies and U.S. Bank products and services.
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• Effective interpersonal, verbal, and written communication skills.
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• Strong client-facing skills.
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• Ability to identify and resolve exceptions and interpret data with minimal guidance.
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• Proficient in Microsoft Office applications.
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• Well-developed analytical skills.
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• Pursuit of professional credentials (CFP, CFA, etc.) is a plus.

Nice-to-haves
• Experience in financial planning or analysis.
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• Familiarity with investment products and services.

Benefits
• 401(k)
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• 401(k) matching
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• Adoption assistance
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• Dental insurance
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• Disability insurance
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• Health insurance
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• Life insurance
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• Paid vacation (from two to five weeks depending on salary grade and tenure)
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• Up to 11 paid holiday opportunities
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• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year.

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