Wealth Management Client Advisor & Ops Support

Us Bank; Arvada (CO); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking an individual to support Investment Relationship Managers in a fast-paced environment in Colorado. The role involves sales support, administrative duties, and coordination of business development activities with internal departments.

You will prepare investment proposals, manage client files, and handle communications, while ensuring compliance with regulatory requirements. The ideal candidate brings extensive investment industry experience and FINRA licenses, with strong

Qualifications

• 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.
• Prepare investment proposals and routine correspondence; maintain client files and paperwork.
• Answer phones, manage mail, and organize office tasks per firm record-keeping requirements.
• Assist in business development: meet with prospects, contact clients, and coordinate seminars with internal teams.

Skills

Investment industry experience

FINRA licenses

Regulatory knowledge

Communication skills

Administrative skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

U.S. Bank is seeking an individual to support Investment Relationship Managers in a fast-paced environment in Colorado. The role involves sales support, administrative duties, and coordination of business development activities with internal departments.

You will prepare investment proposals, manage client files, and handle communications, while ensuring compliance with regulatory requirements. The ideal candidate brings extensive investment industry experience and FINRA licenses, with strong