Wealth Management Client Associate - Paducah, KY
Core
Provides sales, processing, operational, administrative, and customer service support to Financial Advisors of U.S. Bancorp Advisors.
Role type
Wealth Management Client Associate
Builds
Investment proposals, client files, and marketing campaigns for Financial Advisors
Domain
Banking and Wealth Management
Deliverable
client delivery
Required skills
appointment tracking, investment proposal preparation, client file maintenance, prospect contact, business development coordination, regulatory compliance adherence, Microsoft Office proficiency
Preferred skills
FINRA SIE/Series 6/7/63 registrations, life/variable life/health/disability insurance licenses, brokerage industry policies knowledge, client profiling, sales and service experience in Brokerage/Investment Advisory, operations and compliance understanding, analytical skills, multitasking
Technologies
Microsoft Office, proprietary software