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Financial Advisor Support at U.S. Bank - ApplyBlast

Financial Advisor Support

U.S. Bank

2 months ago

3.3 on Glassdoor

Spokane Valley, Washington, United States

Onsite

Full Time

Medior

0 applicants

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About this role

Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors, handling tasks such as appointment scheduling, investment proposal preparation, client file management, and business development activities. The role assists with marketing campaigns, prospect outreach, and coordination with internal departments while ensuring compliance with brokerage industry regulations.

Responsibilities

Provide sales, processing, operational, and administrative support to Financial Advisors
Assist Financial Advisors with business development and client outreach initiatives
Prepare investment proposals, maintain client files, and coordinate marketing campaigns

Skills

Qualifications

FINRA SIESeries 6Series 7Series 63Life insurance license

About U.S. Bank

usbank.com

Headquarters

Minneapolis, Minnesota, United States

Company Size

10001+ employees

Founded

1863

View Profile

Experience personalized banking services for your unique needs with U.S. Bank - Checking, credit cards, home loans & convenient online banking. Member FDIC.