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

Provide sales, processing, operational, administrative, and customer service support to Investment Relationship Managers within U.S. Bancorp Investment Sales. Manage appointment scheduling and client documentation, prepare and review investment proposals and correspondence, and maintain client files. Support business development by contacting existing clients and prospects, coordinating marketing campaigns and business development seminars, and partnering with internal departments on joint initiatives.

Location: Washington

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 in U.S. Bancorp Investment Sales.
•Make and track appointments, prepare investment proposals/reviews/routine correspondence, and answer phones.
•Organize paper flow in line with record-keeping requirements, maintain client files and supplies, and open and disseminate mail.
•Assist business development as directed by Investment Relationship Managers by meeting with existing or new prospects and contacting clients.
•Plan and coordinate marketing campaigns and business development seminars and meet with internal departments on joint business initiatives.

Pay and Benefits

Salary: USD 20 - 26.39

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveDisability Insurance

Key Requirements

•High school diploma or equivalent (Bachelor's degree preferred).
•FINRA SIE, Series 6 or 7, 63 registrations, and life, variable life, health, and disability insurance licenses for business incentives eligibility.
•Two to four years of investment industry experience.
•Experience with brokerage industry policies and FINRA/SEC regulatory standards to ensure regulatory compliance.
•Ability to communicate and organize effectively while managing multiple assignments accurately and meeting deadlines.

Experience:2-4 yearsInvestment industryBrokerage industryInvestment advisorySales

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsAttention to detailAbility to multitask

Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance

Certifications:FINRA SIESeries 6Series 763

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

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: Washington

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 in U.S. Bancorp Investment Sales.
•Make and track appointments, prepare investment proposals/reviews/routine correspondence, and answer phones.
•Organize paper flow in line with record-keeping requirements, maintain client files and supplies, and open and disseminate mail.
•Assist business development as directed by Investment Relationship Managers by meeting with existing or new prospects and contacting clients.
•Plan and coordinate marketing campaigns and business development seminars and meet with internal departments on joint business initiatives.

Pay and Benefits

Salary: USD 20 - 26.39

Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental LeaveDisability Insurance

Key Requirements

•High school diploma or equivalent (Bachelor's degree preferred).
•FINRA SIE, Series 6 or 7, 63 registrations, and life, variable life, health, and disability insurance licenses for business incentives eligibility.
•Two to four years of investment industry experience.
•Experience with brokerage industry policies and FINRA/SEC regulatory standards to ensure regulatory compliance.
•Ability to communicate and organize effectively while managing multiple assignments accurately and meeting deadlines.

Experience:2-4 yearsInvestment industryBrokerage industryInvestment advisorySales

Education:High School

Skills:CommunicationOrganizational skillsAnalytical skillsAttention to detailAbility to multitask

Licenses:Life insuranceVariable life insuranceHealth insuranceDisability insurance

Certifications:FINRA SIESeries 6Series 763

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