Wealth Management Client Advisor

U.S. Bank; Oregon City (OR); Sur place; USD 33 000 - 44 000; Plein temps

Avantages offerts par ce poste

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) and employer‑funded retirement

Paid vacation

Paid holidays

Adoption assistance

Sick leave accruals

Résumé du poste

U.S. Bank is seeking an experienced support professional to assist Investment Relationship Managers in sales, administration and client liaison duties.

You will prepare investment proposals, track appointments, organize paper flow, and maintain client files while complying with the firm's record-keeping requirements. The role requires strong knowledge of the financial services industry, familiarity with FINRA and SEC regulations, and excellent communication and organizational skills to support

Qualifications

• Five+ years of investment industry experience preferred.
• FINRA SIE, Series 7, 63 and 65/or 66 licenses.
• Bachelor's degree preferred.

Responsabilités

• Provide sales, processing, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals, track appointments, organize mail and maintain client files.
• Assist in business development and coordinate campaigns with internal departments.

Connaissances

Financial services

Regulatory knowledge

Communication

Organization

Relationship building

Formation

High school diploma

Bachelor's degree preferred

Description du poste

U.S. Bank is seeking an experienced support professional to assist Investment Relationship Managers in sales, administration and client liaison duties.

You will prepare investment proposals, track appointments, organize paper flow, and maintain client files while complying with the firm's record-keeping requirements. The role requires strong knowledge of the financial services industry, familiarity with FINRA and SEC regulations, and excellent communication and organizational skills to support