Wealth Management Associate — Investment Relationship Support

U.S. Bank; Morton Grove (IL); On-site; USD 54,000 - 71,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Sick leave

Adoption assistance

Job summary

U.S. Bank is seeking a qualified professional to support Investment Relationship Managers with sales, processing and client service tasks in a fast-paced environment. You will prepare investment proposals, manage correspondence, and help maintain client files while coordinating business development activities.

The role involves strong communication, organization and regulatory compliance skills to support the Wealth Advisory team in serving clients effectively.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years investment industry experience preferred.
• FINRA SIE and Series 7, 63 and 65/66 licenses required for eligibility; SIE preferred.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development: meet prospects, contact client base, plan marketing campaigns and coordinate joint initiatives.
• Maintain client files, organize paper flow and ensure regulatory record-keeping compliance.
• Answer phones, prepare investment proposals and routine correspondence; support team needs daily.

Skills

Communication skills

Organization

Problem solving

Relationship building

Prioritization

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

FINRA registrations

Job description

U.S. Bank is seeking a qualified professional to support Investment Relationship Managers with sales, processing and client service tasks in a fast-paced environment. You will prepare investment proposals, manage correspondence, and help maintain client files while coordinating business development activities.

The role involves strong communication, organization and regulatory compliance skills to support the Wealth Advisory team in serving clients effectively.