Wealth Management Client Associate

U.S. Bank
Circle Pines, Minnesota, United States
Full Time
On Site
Junior
USD 44,200 – 58,906
High School
Finance & Accounting Financial Services Insurance

Posted 1 week ago

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7

Job summary

Provides sales, administrative, operational, and customer support to Investment Relationship Managers in wealth management, focusing on client relations, business development, and compliance within the investment industry.

Responsibilities

Provides comprehensive sales, operational, and administrative support to Investment Relationship Managers, including managing client files and preparing investment proposals. Assists in business development efforts by coordinating marketing campaigns and engaging with existing and prospective clients.

Qualifications

administrative support analytical skills business development communication skills customer service investment industry Microsoft Office regulatory standards relationship management sales

Requires a high school diploma or equivalent, with a bachelor's degree preferred, and two to four years of investment industry experience. Candidates must hold or be eligible for FINRA SIE, Series 6 or 7, 63 registrations, and relevant insurance licenses.

English

Benefits

  • Healthcare
  • Dental
  • Vision
  • Basic term life insurance
  • Optional term life insurance
  • Short-term disability
  • Long-term disability
  • Pregnancy disability leave
  • Parental leave
  • 401(k)
  • Employer-funded retirement plan
  • Paid vacation
  • Paid holidays
  • Adoption assistance
  • Sick and safe leave

Company

U.S. Bank

U.S. Bank

linkedin
Banking
Location
Circle Pines, Minnesota, United States
Website
usbank.com

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7
Pete DeQuarto avatar
Pete DeQuarto

AIApply is a total game-changer. Thanks to Auto-Apply, I have been applying to jobs I would never even have come across otherwise!

Akarshak Tanwar avatar
Akarshak Tanwar

In one week I applied to over 150 jobs and locked in 2 confirmed interviews, with a support team that was quick to respond. The auto-apply feature is fascinating and a real pleasure to use!

JC
Julian Carlin

It really worked. In under 48 hours it had applied to 100 jobs on my behalf without any time or effort from me. I am looking forward to seeing how it keeps improving.