Wealth Management Client Associate

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 21.25 - 28.32Function: Administration & Executive AssistanceExperience: 2-4 yearsEducation: high_schoolSkills: ["Analytical skills","Attention to detail","Communication","Organizational skills","Multi-tasking"]

Support Financial Advisors by providing sales, processing, operational, administrative, and customer service assistance for U.S. Bancorp Advisors. Help manage client relationships through scheduling, preparing investment proposals and routine correspondence, maintaining records and files, and handling client communications. Assist business development activities such as meeting prospects, reviewing existing relationships, and coordinating marketing campaigns and seminars, while meeting brokerage and regulatory compliance standards.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Wealth Management Client Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support Financial Advisors by providing sales, processing, operational, administrative, and customer service assistance for U.S. Bancorp Advisors. Help manage client relationships through scheduling, preparing investment proposals and routine correspondence, maintaining records and files, and handling client communications. Assist business development activities such as meeting prospects, reviewing existing relationships, and coordinating marketing campaigns and seminars, while meeting brokerage and regulatory compliance standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
  • •Support administrative tasks such as making and tracking appointments, preparing investment proposals/reviews and routine correspondence, and maintaining client files and supplies.
  • •Answer phones and open and disseminate mail while organizing paper flow per record-keeping requirements.
  • •Assist business development activities directed by Financial Advisors, including meeting with prospects and contacting existing clients to review relationships.
  • •Plan and coordinate marketing campaigns and business development seminars and collaborate with internal departments on joint initiatives.

Pay and Benefits

Salary: USD 21.25 - 28.32
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid HolidaysParental LeaveLong-term DisabilityAdoption Assistance

Key Requirements

  • •High school diploma or equivalent (bachelor’s degree preferred).
  • •2 to 4 years of investment industry experience preferred.
  • •To be eligible for business incentives, must have FINRA SIE and Series 6 or 7, Series 63, and life, variable life, health, and disability insurance licenses.
  • •Experience with brokerage industry policies, processes, and FINRA/SEC regulatory standards to ensure compliance.
  • •Strong analytical skills and ability to manage multiple assignments accurately while meeting deadlines.
Experience:2-4 yearsInvestment industryBrokerage industryFinancial services
Education:High School
Skills:Analytical skillsAttention to detailCommunicationOrganizational skillsMulti-tasking
Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance
Certifications:FINRA SIESeries 6Series 7Series 63
Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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