Wealth Management Client Associate – Advisory & Operations

Us Bank; Spokane Valley (WA); Hybrid; USD 28,000 - 36,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

Holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a proactive professional to support Financial Advisors. You will schedule meetings, prepare investment materials, and manage client files in a fast-paced brokerage environment.

The role supports business development efforts, including outreach to existing clients and coordinating marketing initiatives with internal teams. Strong compliance and regulatory knowledge is essential.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• 2-4 years in investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 registrations and life/health/disability licenses required for incentives.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors.
• Schedule appointments, prepare proposals/reviews, and manage paper flow per firm record-keeping requirements.
• Assist in business development: meet with prospects, review existing relationships, plan campaigns, and coordinate interdepartmental initiatives.

Skills

Regulatory knowledge

Client relationship mgmt

Sales experience

Detail-oriented

Communication skills

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking a proactive professional to support Financial Advisors. You will schedule meetings, prepare investment materials, and manage client files in a fast-paced brokerage environment.

The role supports business development efforts, including outreach to existing clients and coordinating marketing initiatives with internal teams. Strong compliance and regulatory knowledge is essential.