U.S. Bancorp

3 weeks ago

WM Affluent Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Support Financial Advisors in U.S. Bancorp Investment Sales by providing sales, processing, operational, administrative, and customer service assistance. Proactively support business development through responsive sales activities to meet existing customer needs. Research and respond to customer requests within regulatory limits, while leveraging strong customer service, communication, and organization to manage multiple priorities and deadlines.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
•Support business development through responsive sales activities meeting existing customer needs.
•Research and respond to customer needs within regulatory limits.

Pay and Benefits

Salary: USD 20 - 22.45

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental Leave

Key Requirements

•High school diploma or equivalent.
•Two to four years of investment industry experience.
•Series 6 or 7, Series 63 registrations, and life, variable life, health, and disability insurance licenses.
•Excellent customer service skills.
•Ability to manage multiple tasks/projects and deadlines simultaneously.

Experience:2-4 yearsInvestment industry

Education:High School

Skills:Customer serviceMultitaskingCommunicationOrganizational skills

Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance

Certifications:Series 6Series 7Series 63

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor

Loading job details...

Preparing the role view and application actions.

U.S. Bancorp

3 weeks ago

WM Affluent Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 18 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Sales

Seniority: Mid level

Key Responsibilities

•Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
•Support business development through responsive sales activities meeting existing customer needs.
•Research and respond to customer needs within regulatory limits.

Pay and Benefits

Salary: USD 20 - 22.45

Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid LeaveParental Leave

Key Requirements

•High school diploma or equivalent.
•Two to four years of investment industry experience.
•Series 6 or 7, Series 63 registrations, and life, variable life, health, and disability insurance licenses.
•Excellent customer service skills.
•Ability to manage multiple tasks/projects and deadlines simultaneously.

Experience:2-4 yearsInvestment industry

Education:High School

Skills:Customer serviceMultitaskingCommunicationOrganizational skills

Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance

Certifications:Series 6Series 7Series 63

Tech Stack:Microsoft Office

Company Brief

U.S. Bancorp

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Minneapolis, United States

Founded: 1863

Glassdoor: 3.8

Website LinkedIn Glassdoor