Wealth Management Client Advocate

US Bank; Sioux City (IA); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a motivated professional to provide sales, processing, and administrative support for Investment Relationship Managers. You will schedule meetings, prepare investment proposals, and keep client records organized in line with regulatory requirements.

The role includes aiding in business development through prospect engagement and cross-department collaboration to drive wealth management initiatives.

Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• 5+ years in investment industry experience preferred.
• FINRA SIE, Series 7, 63 and 65/66 licenses and life/health licenses.

Responsibilities

• Provide sales, processing, and administrative support to Investment Relationship Managers.
• Schedule appointments, prepare investment proposals, and manage client files.
• Assist in business development via meetings with prospects and campaigns.

Skills

Communication

Organization

Problem solving

Relationship building

Sales support

Education

High school diploma

Bachelor’s degree preferred

Job description

U.S. Bank is seeking a motivated professional to provide sales, processing, and administrative support for Investment Relationship Managers. You will schedule meetings, prepare investment proposals, and keep client records organized in line with regulatory requirements.

The role includes aiding in business development through prospect engagement and cross-department collaboration to drive wealth management initiatives.