Wealth Management Client Advisor
us bankArvada, CO
Wealth Management Client Advisor
us bankArvada, CO
today
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesCommercial BankingAbout the role
U.S. Bank is seeking a capable professional to support Investment Relationship Managers with sales, processing, and client service activities. You will help prepare investment proposals, organize client files, and assist in coordinating marketing initiatives and business development seminars. Strong regulatory knowledge and FINRA licenses are valued. The role emphasizes strong communication, organization and relationship-building skills to promote comprehensive wealth management services.
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JOB OVERVIEW
Experience level
Junior
Location
Arvada, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today
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