Wealth Management Client Associate — Grow Client Relationships

U.S. Bank; Portland (OR); On-site; USD 28,929 - 38,572; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a Wealth Management Client Associate to provide sales, processing and client support to Financial Advisors in Portland and Gresham.

You will handle appointments, prepare investment proposals and client correspondence while coordinating marketing initiatives and maintaining client files with accuracy. Ideal candidates have 2–4 years in investment services, FINRA licenses (SIE required), and strong MS Office skills with the ability to learn proprietary software quickly.

Qualifications

• High school diploma or equivalent; Bachelor’s degree preferred.
• FINRA SIE and Series 6/7, 63 licenses required for eligibility.
• Experience with brokerage industry policies, FINRA/SEC standards and compliance.

Responsibilities

• Provide sales, processing, operational and customer service support to Financial Advisors.
• Schedule and track appointments; prepare investment proposals and client communications.
• Assist in business development: contact prospects and coordinate marketing campaigns.

Skills

FINRA SIE/Series 6/7/63 registrations

Brokerage sales

Client profiling

Microsoft Office

Adapt to proprietary software

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

Microsoft Office

Proprietary software

Job description

U.S. Bank is seeking a Wealth Management Client Associate to provide sales, processing and client support to Financial Advisors in Portland and Gresham.

You will handle appointments, prepare investment proposals and client correspondence while coordinating marketing initiatives and maintaining client files with accuracy. Ideal candidates have 2–4 years in investment services, FINRA licenses (SIE required), and strong MS Office skills with the ability to learn proprietary software quickly.