Wealth Advisory Client Support Specialist

U.S. Bank; Portland (OR); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a capable support professional to assist Financial Advisors with sales, administrative tasks, and client relationship management. You will manage appointments, prepare proposals, and help grow the client base through coordinated marketing and outreach efforts.

The role emphasizes accuracy, regulatory awareness, and strong communication as you support advisor teams in delivering client-focused financial services.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• Two to four years of investment industry experience preferred.
• SIE at a minimum preferred; FINRA Series 6/7/63 licenses and life/health/disability licenses may be required.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Financial Advisors.
• Prepare investment proposals and routine correspondence; organize client files and paperwork.
• Assist in business development through meetings with prospects and coordinating marketing initiatives.

Skills

Customer service

Sales

Administrative support

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent

Job description

U.S. Bank is seeking a capable support professional to assist Financial Advisors with sales, administrative tasks, and client relationship management. You will manage appointments, prepare proposals, and help grow the client base through coordinated marketing and outreach efforts.

The role emphasizes accuracy, regulatory awareness, and strong communication as you support advisor teams in delivering client-focused financial services.