Wealth Management Associate

 

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

 
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.
 
"Explore what's possible with a career at U.S. Bank."

 

Qualifications

 

Basic Qualifications
- High school diploma or equivalent
- Two or more years of office or financial services experience

Preferred Skills/Experience
- 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

- Series 6, 63, Life & Health or willingness to obtain within allotted timeframe

 

Job

Investments / Insurance

Primary Location

Washington-WA-Seattle

Shift

1st - Daytime

Travel

No

Average Hours Per Week

40