Wealth Management Client Associate — Grow Relationships

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

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k) retirement plan

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Wayzata, MN is seeking an Investment Support Specialist to provide sales, processing, operational and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.

You will assist in business development, prepare investment proposals, maintain client files, and coordinate marketing campaigns with internal departments. The role requires knowledge of FINRA regulatory standards, licensing, and strong organizational skills to handle multiple priorities

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• Two to four years of investment industry experience preferred.
• Must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licences.
• SIE at a minimum preferred.

Responsibilities

• Provide sales, processing, operational and administrative support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence; track appointments.
• Organize paper flow and maintain client files per firm record-keeping.
• Assist in business development, meet prospects, and coordinate marketing campaigns.

Skills

Regulatory compliance

Client relationship management

Financial services sales

Attention to detail

Education

High school diploma or equivalent

Job description

U.S. Bank in Wayzata, MN is seeking an Investment Support Specialist to provide sales, processing, operational and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.

You will assist in business development, prepare investment proposals, maintain client files, and coordinate marketing campaigns with internal departments. The role requires knowledge of FINRA regulatory standards, licensing, and strong organizational skills to handle multiple priorities