Financial Planning Consultant

Financial Planning Consultant page is loaded## Financial Planning Consultant locations:
Minneapolis, MNtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
February 27, 2026 (30+ days left to apply) job requisition :
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.

Try new things, learn new skills and discover what you excel at—all from Day One.##
** Job Description
** The Financial Planning Consultant is responsible for supporting relationship managers in financial planning growth and client experience for U.S. Bank Wealth Management.

Provides proactive coaching and support through planning subject-matter-expertise to drive planning activity. Strategize on best practices, planning acumen and client opportunities centered on client goals.

Partners with regional leadership and stakeholders to identify key planning opportunities and growth strategies. Leverage reporting and leader insights to focus efforts and advance the planning experience.

Drives operational excellence through product management, defined success measures and coordinated field readiness. Deliver training presentations to relationship managers and field leadership.

Support an exceptional client experience by advancing growth initiatives, strengthening plan quality efforts, and fostering ongoing education.
*
* Basic Qualifications:

**-Bachelor’s degree or equivalent work experience-10 or more years of wealth management experience
** Preferred Skills/

Experience:

**- Deep knowledge of Wealth Management Financial Planning
- Well-developed verbal and written communication skills
- Ability to develop content and educational material for teams and client use on financial planning related topics
- Provide technology, strategy, and coaching to relationship managers on financial planning with focus supporting growth efforts
- ** FINRA Series 7 & 63, or willingness to obtain
**** Location expectations
** This role requires working from a U.S. Bank location three (3) or more days per week.

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our .
** 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 .U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
** E-Verify
** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .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…