Wealth Management Client Advisor

U.S. Bank; Circle Pines (MN); On-site; USD 60,890,000 - 81,148,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k)

Paid vacation

Parental leave

Disability insurance

Job summary

U.S. Bank is seeking a detail-oriented professional to support Investment Relationship Managers with sales, scheduling, and client communications.

The role involves preparing proposals, organizing records, and assisting with business development efforts to grow the client base. The candidate should have a high school diploma (Bachelor's preferred) and multiple securities licenses; experience in brokerage and compliance is highly valued.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• Two to four years of investment industry experience preferred.
• To be eligible for business incentives, must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses.

Responsibilities

• Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.
• Assists in business development by meeting with prospects and coordinating marketing campaigns.
• Maintains client files and supplies and prepares investment proposals and routine correspondence.

Skills

FINRA licenses

SIE

Series 6/7

63 registrations

Life/Variable Life Insurance licenses

Regulatory compliance

Communication

Customer service

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking a detail-oriented professional to support Investment Relationship Managers with sales, scheduling, and client communications.

The role involves preparing proposals, organizing records, and assisting with business development efforts to grow the client base. The candidate should have a high school diploma (Bachelor's preferred) and multiple securities licenses; experience in brokerage and compliance is highly valued.