Wealth Management Associate — Client Relationships & Proposals
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-05
Listing for:
U.S. Bank
Full Time
position Listed on 2026-07-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
U.S. Bank is seeking a professional to provide sales, operational, and customer service support to Financial Advisors. This role involves making appointments, preparing investment proposals, and assisting in business development activities.
The ideal candidate will have a high school diploma, preferably a Bachelor’s degree, and two to four years of investment industry experience. U.S. Bank offers a comprehensive benefits package including healthcare and a 401(k) plan.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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