WM Affluent Associate

About the role

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.

Qualifications

• 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

Preferred skills

• 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

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