Wealth Management Client Associate

Job Description

Provides sales, processing, operational, administrative and customer service support to Financial Advisors (FA) of U S Bancorp Investment Sales. Supports business development process through responsive sales activities to meeting existing customer needs. Researches and responds to customer needs within regulatory limits.

Basic Qualifications - High school diploma or equivalent - Two to four years of investment industry experience - Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses Preferred Skills / Experience - Excellent customer service skills - Ability to manage multiple tasks / projects and deadlines simultaneously - Proficient computer skills, especially Microsoft Office applications - Excellent verbal and written communication skills

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range : $21.25 - $28.32