Wealth Management Client Advisor
U.S. Bank
U.S. Bank in Laguna Niguel, CA is seeking a support professional to assist Financial Advisors of U.S. Bancorp Advisors. You will help with appointments, client files, and preparing investment proposals, while coordinating marketing initiatives and tracking correspondence.
The role requires a high school diploma or equivalent (Bachelor's degree preferred), 2–4 years in the investment industry, and FINRA licenses (SIE, Series 6/7, 63). Strong detail, communication, and Office skills are essential.
#J-18808-LjbffrVacancy posted 2 days ago
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