Wealth Management Client Services Advisor

U.S. Bank; Minnesota; On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Job summary

U.S. Bank is seeking a Wealth Management Client Associate in Minnesota to support Investment Relationship Managers with client interactions, scheduling, and paperwork.

The role involves preparing investment proposals and maintaining client files in accordance with regulatory standards. The position supports business development through client outreach, meetings with prospects, and coordinating seminars alongside internal teams.

Qualifications

• High school diploma or equivalent; Bachelor's degree preferred.
• Two to four years of investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 licenses; life and health ins licenses preferred.

Responsibilities

• Provide sales, processing, and administrative support to Investment Relationship Managers.
• Prepare investment proposals and reviews and keep client files organized.
• Assist in business development through meetings and marketing campaigns.

Skills

Client relationships

Regulatory knowledge

Sales experience

Microsoft Office

Communication skills

Education

High school diploma

Bachelor's degree preferred

Tools

FINRA licenses

Job description

U.S. Bank is seeking a Wealth Management Client Associate in Minnesota to support Investment Relationship Managers with client interactions, scheduling, and paperwork.

The role involves preparing investment proposals and maintaining client files in accordance with regulatory standards. The position supports business development through client outreach, meetings with prospects, and coordinating seminars alongside internal teams.