Wealth Management Client Associate: Sales & Solutions

U.S. Bank; Arvada (CO); On-site; USD 29,000 - 38,000; Full time

Benefits offered by this job

Healthcare

401(k)

Paid vacation

11 paid holidays

Job summary

U.S. Bank is seeking a skilled support professional to assist Investment Relationship Managers with sales, processing, and client service tasks. You will help prepare investment proposals, organize files, and maintain communications to ensure smooth operations for client relationships.

This role involves collaboration with internal teams, contributing to marketing campaigns, and facilitating strong client engagement within the Wealth Management framework.

Qualifications

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

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development by meeting with prospects and coordinating campaigns.

Skills

FINRA Licenses

Investment Industry Experience

Regulatory Knowledge

Education

High school diploma

Job description

U.S. Bank is seeking a skilled support professional to assist Investment Relationship Managers with sales, processing, and client service tasks. You will help prepare investment proposals, organize files, and maintain communications to ensure smooth operations for client relationships.

This role involves collaboration with internal teams, contributing to marketing campaigns, and facilitating strong client engagement within the Wealth Management framework.