Wealth Management Client Advisor

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

Benefits offered by this job

Healthcare

Life Insurance

Disability Insurance

Parental Leave

401(k) Plan

Paid Vacation

Paid Holidays

Adoption Assistance

Sick Leave

Job summary

U.S. Bank is seeking a capable professional to support Investment Relationship Managers with sales, processing, and client service activities. You will help prepare investment proposals, organize client files, and assist in coordinating marketing initiatives and business development seminars. Strong regulatory knowledge and FINRA licenses are valued.

The role emphasizes strong communication, organization and relationship-building skills to promote comprehensive wealth management services.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 5+ years of investment industry experience preferred.
• FINRA SIE and securities licenses required or preferred.

Responsibilities

• Provide sales, processing, operational and customer service support to Investment Relationship Managers.
• Assist in preparing investment proposals and routine correspondence.
• Organize paper flow and maintain client files per firm records requirements.
• Support business development activities and client meetings.

Skills

Investment industry experience

Sales support

Communication skills

Relationship building

Education

High school diploma or equivalent

Bachelor's degree preferred

FINRA SIE

Series 7

Series 63/65/66 licenses

Life and disability licenses

Job description

U.S. Bank is seeking a capable professional to support Investment Relationship Managers with sales, processing, and client service activities. You will help prepare investment proposals, organize client files, and assist in coordinating marketing initiatives and business development seminars. Strong regulatory knowledge and FINRA licenses are valued.

The role emphasizes strong communication, organization and relationship-building skills to promote comprehensive wealth management services.