U.S. Bancorp

1 week ago

WM Affluent Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 hours agoStatus: Live

Job Summary

Support Investment Relationship Managers in U.S. Bancorp Investment Sales by handling sales support and operational tasks such as scheduling, preparing investment proposals and correspondence, maintaining client files, and managing client communication. Assist with business development activities including prospect and client outreach and coordinating marketing campaigns and seminars. Work with brokerage industry processes and compliance standards while maintaining accurate records 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 Investment Relationship Managers.
•Manage administrative support tasks including appointments, investment proposals/reviews, routine correspondence, and maintaining client files and supplies.
•Answer phones and open/disseminate mail while organizing paperwork in line with record-keeping requirements.
•Support business development activities such as meeting prospects, contacting clients to review relationships, and assisting with seminars/campaigns.
•Coordinate with internal departments on joint business initiatives while maintaining compliance and accuracy.

Pay and Benefits

Salary: USD 20 - 26.39 hourly

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveLong-term DisabilityAdoption AssistancePaid HolidaysDisability Insurance

Key Requirements

•High school diploma or equivalent (Bachelor's degree preferred).
•2 to 4 years of investment industry experience preferred.
•To be eligible for business incentives, hold FINRA SIE and Series 6 or 7, 63 registrations plus life, variable life, health and disability insurance licenses.
•Experience with brokerage industry policies, processes, and FINRA/SEC regulatory standards.
•Proficiency with Microsoft Office and ability to adapt to proprietary software.

Experience:Investment industryBrokerageInvestment advisoryFINRASECFinancial services

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsDetail-orientedAbility to handle multiple assignments

Licenses:FINRA SIESeries 6Series 7Series 63Life insuranceVariable life insuranceHealth insuranceDisability insurance

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

1 week ago

WM Affluent Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 12 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 Investment Relationship Managers.
•Manage administrative support tasks including appointments, investment proposals/reviews, routine correspondence, and maintaining client files and supplies.
•Answer phones and open/disseminate mail while organizing paperwork in line with record-keeping requirements.
•Support business development activities such as meeting prospects, contacting clients to review relationships, and assisting with seminars/campaigns.
•Coordinate with internal departments on joint business initiatives while maintaining compliance and accuracy.

Pay and Benefits

Salary: USD 20 - 26.39 hourly

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveLong-term DisabilityAdoption AssistancePaid HolidaysDisability Insurance

Key Requirements

•High school diploma or equivalent (Bachelor's degree preferred).
•2 to 4 years of investment industry experience preferred.
•To be eligible for business incentives, hold FINRA SIE and Series 6 or 7, 63 registrations plus life, variable life, health and disability insurance licenses.
•Experience with brokerage industry policies, processes, and FINRA/SEC regulatory standards.
•Proficiency with Microsoft Office and ability to adapt to proprietary software.

Experience:Investment industryBrokerageInvestment advisoryFINRASECFinancial services

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsDetail-orientedAbility to handle multiple assignments

Licenses:FINRA SIESeries 6Series 7Series 63Life insuranceVariable life insuranceHealth insuranceDisability insurance

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