Wealth Management Client Associate: Growth & Advisory

Us Bank; Spokane Valley, Northern (WA, KY); Hybrid; USD 2,755,000 - 3,635,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Sick leave

Parental leave

Job summary

U.S. Bank is seeking a capable support professional to assist Financial Advisors with sales, processing, and client service. You will help organize appointments, prepare investment materials, and maintain records to support a compliant, efficient practice.

The role emphasizes relationship management, regulatory adherence, and collaboration with internal teams to grow existing clients and pursue new business opportunities.

Qualifications

• Bachelor's degree preferred; high school diploma acceptable.
• 2–4 years of investment industry experience preferred.
• Registration licenses required (FINRA SIE, Series 6 or 7, 63, and life/health/disability).
• SIE at minimum preferred.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Financial Advisors.
• Perform administrative duties to assist Financial Advisors and maintain client files and regulatory record-keeping.
• Assist in business development: meeting with prospects, reviewing relationships, planning marketing campaigns and coordinating cross-department initiatives.

Skills

Regulatory compliance

Client relationship management

Sales and business development

Operations and procedures knowledge

Analytical skills

Multi-tasking under deadlines

Effective communication

Microsoft Office

Education

Bachelor's degree or higher

High school diploma or equivalent

FINRA SIE license

Series 6/7/63 licenses

Tools

Microsoft Office

Job description

U.S. Bank is seeking a capable support professional to assist Financial Advisors with sales, processing, and client service. You will help organize appointments, prepare investment materials, and maintain records to support a compliant, efficient practice.

The role emphasizes relationship management, regulatory adherence, and collaboration with internal teams to grow existing clients and pursue new business opportunities.