Wealth Management Associate: Client Growth & Investments

Us Bank; Stillwater (MN); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank is seeking an Investment Relationship Support professional to assist Investment Relationship Managers with sales, processing, and client servicing. The role includes scheduling, preparing proposals, and maintaining client files in a fast-paced environment.

The ideal candidate has 2–4 years in the investment industry, with FINRA SIE and possibly Series 6/7, 63 licenses. Prior brokerage and regulatory knowledge is preferred; strong organizational and communication skills are essential.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 2–4 years of investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 licenses required to be eligible for incentives.
• SIE at a minimum highly preferred.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Schedule and track appointments; prepare investment proposals and routine correspondence.
• Organize paper flow to meet record-keeping requirements and maintain client files.
• Answer phones; open and disseminate mail; support business development activities.
• Assist in planning marketing campaigns and coordinate meetings with internal departments.

Skills

Customer service

Administrative support

Organizational skills

Microsoft Office

Communication

Relationship management

Sales support

Multitasking

Data entry

Education

High school diploma

Bachelor’s degree preferred

Tools

CRM software

Microsoft Office

Job description

U.S. Bank is seeking an Investment Relationship Support professional to assist Investment Relationship Managers with sales, processing, and client servicing. The role includes scheduling, preparing proposals, and maintaining client files in a fast-paced environment.

The ideal candidate has 2–4 years in the investment industry, with FINRA SIE and possibly Series 6/7, 63 licenses. Prior brokerage and regulatory knowledge is preferred; strong organizational and communication skills are essential.