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Massachusetts
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59 jobs found
14.06.2024
USB
US Bank WM Affluent Associate Category Sales & United States, Massachusetts, Springfield
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...
Strong General Partner (GP) network to source high quality fund investments. Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit....
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...
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...
Manage the day to day treasury sales effort for the client relationship. Build trust with the client and expand existing relationship through at least semi-annual calling. Maintain a strong working...
Meet with affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client’s unique needs. Determine which financial products are suitable for the client’s...
Communicates with office management team to gather and convey relevant information. Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment. Performs standard transaction processing and reconciliation...
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...
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