U.S. Bancorp

1 week ago

Wealth Management Client Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Support Financial Advisors by providing sales, processing, operational, administrative, and customer service assistance for the brokerage and investment advisory practice. Handle appointment scheduling, investment proposal/review preparation, mail and client-file management, and phone support. Assist business development by meeting with existing or new prospects, profiling and contacting clients and leads, and helping plan and coordinate marketing campaigns and business development seminars while ensuring compliance requirements are met.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
•Perform administrative support tasks such as scheduling/tracking appointments, preparing investment proposals/reviews and routine correspondence, maintaining client files, and managing mail.
•Answer phones and assist with internal record-keeping and paper flow in accordance with firm requirements.
•Support business development activities including meeting existing or new prospects and contacting clients to review relationships.
•Plan and coordinate marketing campaigns/business development seminars and coordinate with internal departments on joint business initiatives.

Pay and Benefits

Salary: USD 21.25 - 28.32

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma (Bachelor's degree preferred).
•Two to four years of investment industry experience preferred.
•Eligibility for business incentives requires FINRA SIE (preferred minimum), Series 6 or 7, Series 63 registrations, and life/variable life plus health and disability insurance licenses.
•Experience with brokerage industry policies and FINRA/SEC regulatory standards and applicable compliance requirements.
•Strong analytical skills and the ability to manage multiple assignments accurately while meeting deadlines.

Experience:Investment industryBrokerage

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsAttention to detailTime management

Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance licenses

Certifications:FINRA SIESeries 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

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U.S. Bancorp

1 week ago

Wealth Management Client Associate

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide sales, processing, operational, administrative, and customer service support to Financial Advisors.
•Perform administrative support tasks such as scheduling/tracking appointments, preparing investment proposals/reviews and routine correspondence, maintaining client files, and managing mail.
•Answer phones and assist with internal record-keeping and paper flow in accordance with firm requirements.
•Support business development activities including meeting existing or new prospects and contacting clients to review relationships.
•Plan and coordinate marketing campaigns/business development seminars and coordinate with internal departments on joint business initiatives.

Pay and Benefits

Salary: USD 21.25 - 28.32

Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityParental Leave401kPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

•High school diploma (Bachelor's degree preferred).
•Two to four years of investment industry experience preferred.
•Eligibility for business incentives requires FINRA SIE (preferred minimum), Series 6 or 7, Series 63 registrations, and life/variable life plus health and disability insurance licenses.
•Experience with brokerage industry policies and FINRA/SEC regulatory standards and applicable compliance requirements.
•Strong analytical skills and the ability to manage multiple assignments accurately while meeting deadlines.

Experience:Investment industryBrokerage

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsAttention to detailTime management

Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance licenses

Certifications:FINRA SIESeries 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