Wealth Management Client Advisor

US Bank; Wayzata (MN); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Paid time off

401(k) plan

Job summary

U.S. Bank, based in Minnesota, seeks a dedicated Investment Relationship Support role to assist Investment Relationship Managers with day-to-day sales, processing and client service activities.

The successful candidate will handle scheduling, proposals, and correspondence while maintaining client files and ensuring regulatory compliance. This role emphasizes strong communication and organizational skills in a busy brokerage environment.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Two to four years of investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 licenses and life/health/disability licenses may be required.
• SIE at a minimum preferred.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence; organize paper flow and client files.
• Assist in business development by meeting with prospects and planning marketing campaigns.
• Support internal departments to discuss joint business initiatives.

Skills

Microsoft Office

Analytical skills

Communication

Customer service

Regulatory knowledge

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank, based in Minnesota, seeks a dedicated Investment Relationship Support role to assist Investment Relationship Managers with day-to-day sales, processing and client service activities.

The successful candidate will handle scheduling, proposals, and correspondence while maintaining client files and ensuring regulatory compliance. This role emphasizes strong communication and organizational skills in a busy brokerage environment.