Wealth Management Client Associate — Grow Client Relationships
U.S. Bank
U.S. Bank is seeking a Wealth Management Client Associate to provide sales, processing and client support to Financial Advisors in Portland and Gresham. You will handle appointments, prepare investment proposals and client correspondence while coordinating marketing initiatives and maintaining client files with accuracy. Ideal candidates have 2–4 years in investment services, FINRA licenses (SIE required), and strong MS Office skills with the ability to learn proprietary software quickly. #J-18808-Ljbffr U.S. Bank
Vacancy posted 4 days ago
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