Wealth Management Client Advisor

US Bank; Tampa (FL); On-site; USD 31,000 - 41,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an experienced Investment Relationship Support role to assist Investment Relationship Managers with sales, administrative tasks and client communications. You will manage appointments, proposals, and client records while aiding business development initiatives.

The role requires strong knowledge of the investment industry and applicable regulatory requirements, plus excellent communication and organizational skills to support wealth management activities.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Five or more years of investment industry experience preferred.
• FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Make and track appointments, prepare investment proposals/reviews/routine correspondence, organize paper flow and maintain client files.
• Answer phones and open/disseminate mail.
• Assist in business development: meet with prospects, contact existing clients to review relationships, plan marketing campaigns and coordinate with internal departments.

Skills

Investment industry experience

FINRA SIE

Series 7/63/65/66 licenses

Communication skills

Organization skills

Relationship building

Education

Bachelor's degree

Job description

U.S. Bank is seeking an experienced Investment Relationship Support role to assist Investment Relationship Managers with sales, administrative tasks and client communications. You will manage appointments, proposals, and client records while aiding business development initiatives.

The role requires strong knowledge of the investment industry and applicable regulatory requirements, plus excellent communication and organizational skills to support wealth management activities.