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Wealth Management Client Associate — Client Relationships
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-18
Listing for:
U.S. Bank
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Sales
Job Description & How to Apply Below
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-LjbffrPosition Requirements
10+ Years
work experience
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