Wealth Management Client Advisor

Us Bank; Spokane Valley (WA); On-site; USD 57,308,160 - 75,575,136; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability leave

Parental leave

401(k)

Vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank seeks a proactive professional to provide sales, processing, and client service support to Financial Advisors. You will manage appointments, prepare proposals, and maintain client files while assisting in business development initiatives.

The role emphasizes regulatory compliance, strong attention to detail, and effective coordination with internal teams to support brokerage and investment advisory activities.

Qualifications

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

Responsibilities

• Provide sales, processing, operational and customer service support to Financial Advisors.
• Schedule appointments, prepare investment proposals and routine correspondence.
• Organise paper flow and maintain client files per firm record-keeping rules.
• Assist in business development by meeting prospects and coordinating campaigns.

Skills

Regulatory compliance

Client profiling

Sales experience

Operations procedures

Attention to detail

Multitasking

Communication skills

MS Office

Education

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank seeks a proactive professional to provide sales, processing, and client service support to Financial Advisors. You will manage appointments, prepare proposals, and maintain client files while assisting in business development initiatives.

The role emphasizes regulatory compliance, strong attention to detail, and effective coordination with internal teams to support brokerage and investment advisory activities.