Wealth Management Affluent Associate

U.S. Bank•North Little Rock, AR

10d•$20 - $24

About The Position

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

Requirements

High school diploma or equivalent.
Two to four years of investment industry experience.
Series 6 or 7 and 63 registrations, and life, variable life, health, and disability insurance licenses.

Nice To Haves

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.

Responsibilities

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

Benefits

Healthcare coverage, including medical, dental, and vision.
Basic term and optional term life insurance.
Short-term and long-term disability coverage.
Pregnancy disability and parental leave.
401(k) and employer-funded retirement plan.
Paid vacation of 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 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
Incentive and recognition programs.
Equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.