Wealth Sales Assistant — Client Service & Trade Support
Job in
West Saint Paul, West St Paul, Dakota County, Minnesota, USA
Listed on 2026-03-10
Listing for:
Old National Bank
Full Time
position Listed on 2026-03-10
Job specializations:
-
Sales
Job Description & How to Apply Below
A regional financial institution in Minnesota is looking for a Wealth Sales Assistant to provide administrative and sales support to Wealth Advisors. This role involves enhancing the client experience, facilitating trades, and performing various operational functions. Candidates should have an Associate's or Bachelor's degree or 5+ years of relevant work experience, along with Series 7 and 66 certifications. The position also requires proficiency in Microsoft Office and familiarity with CRM systems.
Competitive compensation and benefits are offered.
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