Wealth Management Associate — Affluent Client Services

Us Bank; Chicago (IL); On-site; USD 36,000 - 47,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid vacation

Up to 11 paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a versatile support professional to assist Investment Relationship Managers in sales, processing, and client service for the investment division.

You will manage appointments, prepare investment proposals, and track routine correspondence while maintaining client files and adherence to record-keeping requirements. Candidates should have a high school diploma or equivalent (Bachelor's preferred), 5+ years in investment services, and FINRA SIE/Series 7/63/65 or 66 licenses.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years of investment industry experience preferred.
• FINRA SIE, Series 7, Series 63 and 65/66 registrations and life, variable life, health and disability licenses required (SIE at minimum).
• SIE at a minimum preferred.

Responsibilities

• Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.
• Performs administrative duties: scheduling, preparing investment proposals, routine correspondence, filing, and mail handling.
• Assists in business development: meeting with prospects, contacting clients, planning marketing campaigns, and coordinating joint initiatives.

Skills

Communication

Organization

Problem solving

Relationship building

Follow-up

Education

High school diploma

Bachelor's degree preferred

Job description

U.S. Bank is seeking a versatile support professional to assist Investment Relationship Managers in sales, processing, and client service for the investment division.

You will manage appointments, prepare investment proposals, and track routine correspondence while maintaining client files and adherence to record-keeping requirements. Candidates should have a high school diploma or equivalent (Bachelor's preferred), 5+ years in investment services, and FINRA SIE/Series 7/63/65 or 66 licenses.