U.S. Bancorp

2 weeks 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: 7 hours agoStatus: Live

Job Summary

Support Financial Advisors with sales, processing, operational, administrative, and customer service activities in a wealth management setting. Manage client and prospect engagement such as appointments, correspondence, client files, and mail processing while assisting relationship reviews. Help coordinate marketing campaigns and business development seminars, ensuring workflows meet record-keeping, regulatory, and compliance expectations. Work with internal departments and maintain accuracy under deadlines.

Location: Oregon

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, including appointment scheduling and tracking.
•Prepare investment proposals/reviews and routine correspondence, and manage client files and supplies according to record-keeping requirements.
•Answer phones and open/disseminate mail to support day-to-day client operations.
•Assist business development by meeting with prospects, contacting existing clients to review relationships, and coordinating marketing campaigns and seminars.
•Maintain compliance by following brokerage industry policies, procedures, and regulatory standards.

Pay and Benefits

Salary: USD 21.25 - 28.32

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent (Bachelor’s degree preferred).
•Two to four years of investment industry experience preferred.
•To be eligible for business incentives, hold FINRA SIE, Series 6 or 7, and 63 registrations, plus life, variable life, health, and disability insurance licenses.
•Experience with brokerage policies, processes, and FINRA/SEC regulatory standards.
•Strong analytical skills with attention to detail, plus the ability to handle multiple assignments accurately and meet deadlines.

Experience:BrokerageInvestment advisoryFinancial services

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsAttention to detailAbility to meet deadlines

Licenses:Life insurance licenseVariable life insurance licenseHealth insurance licenseDisability insurance license

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

Glassdoor: 3.8

Website LinkedIn Glassdoor

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U.S. Bancorp

2 weeks 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: 7 hours agoStatus: Live

Job Summary

Location: Oregon

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, including appointment scheduling and tracking.
•Prepare investment proposals/reviews and routine correspondence, and manage client files and supplies according to record-keeping requirements.
•Answer phones and open/disseminate mail to support day-to-day client operations.
•Assist business development by meeting with prospects, contacting existing clients to review relationships, and coordinating marketing campaigns and seminars.
•Maintain compliance by following brokerage industry policies, procedures, and regulatory standards.

Pay and Benefits

Salary: USD 21.25 - 28.32

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kPaid LeaveAdoption Assistance

Key Requirements

•High school diploma or equivalent (Bachelor’s degree preferred).
•Two to four years of investment industry experience preferred.
•To be eligible for business incentives, hold FINRA SIE, Series 6 or 7, and 63 registrations, plus life, variable life, health, and disability insurance licenses.
•Experience with brokerage policies, processes, and FINRA/SEC regulatory standards.
•Strong analytical skills with attention to detail, plus the ability to handle multiple assignments accurately and meet deadlines.

Experience:BrokerageInvestment advisoryFinancial services

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsAttention to detailAbility to meet deadlines

Licenses:Life insurance licenseVariable life insurance licenseHealth insurance licenseDisability insurance license

Certifications:FINRA SIESeries 6Series 7Series 63

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

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

Glassdoor: 3.8

Website LinkedIn Glassdoor