WM Affluent Associate

U.S. Bank • Springfield, MO

3d • Onsite

About The Position

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Provides sales, processing, operational, administrative and customer service support to Financial Advisors (FA) of U S Bancorp Investment Sales. Supports business development process through responsive sales activities to meeting 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, 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

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

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from 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 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED