Wealth Management: Client Relations & Support Associate

U.S. Bank; Spokane Valley (WA); On-site; USD 2,755,000 - 3,635,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance (basic/optional)

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Spokane Valley is seeking a detail‑oriented support professional to assist Financial Advisors with sales, processing and client service.

Responsibilities include scheduling appointments, preparing investment materials, and maintaining client files. Requirements include a high school diploma (Bachelor’s preferred), 2–4 years of investment industry experience, and FINRA licenses (SIE, Series 6/7, 63) and life/health/disability licenses.

Qualifications

• Bachelor's degree or higher preferred.
• 2–4 years investment industry experience preferred.
• FINRA SIE, Series 6/7, 63, and life/health/disability licenses required.
• SIE at a minimum preferred.

Responsibilities

• Provide sales, processing, operational and customer service support to Financial Advisors.
• Prepare investment proposals and routine correspondence; organize client files.
• Assist in business development and plan marketing initiatives.

Skills

FINRA SIE

Series 6/7/63 licences

Life/Variable Life/Health/Disability

Investment industry experience

Microsoft Office

Communication skills

Education

Bachelor's degree preferred

High school diploma or equivalent

Tools

Microsoft Office

Job description

U.S. Bank in Spokane Valley is seeking a detail‑oriented support professional to assist Financial Advisors with sales, processing and client service.

Responsibilities include scheduling appointments, preparing investment materials, and maintaining client files. Requirements include a high school diploma (Bachelor’s preferred), 2–4 years of investment industry experience, and FINRA licenses (SIE, Series 6/7, 63) and life/health/disability licenses.