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US Bank WM Affluent Associate Category Sales & 
United States, Massachusetts, Springfield 
726867445

25.06.2024

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Job Description
Job Description
The Wealth Management Associate in the affluent segment provides sales, processing, operational, administrative, and customer service support to the U.S. Bancorp Investments Wealth Management Advisor team with responsibilities for meeting the needs of the client in Wealth Management group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements.

- High school diploma or equivalent (Bachelor's degree preferred)
- Five or more years of banking and investment industry experience

Preferred Skills/Experience
- Strong knowledge of the financial services industry, specifically with banking, investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements
- Experience with the policies, processes and procedures of the brokerage and banking industries, FINRA, SEC, OCC and applicable banking regulations ensuring regulatory standards are met for all applicable regulatory bodies
- Strong understanding of the PBRM / IRM business model, needs and key drivers as well as the sales process
- Considerable knowledge of internal administrative, compliance and operational procedures
- Excellent communication, organization, problem-solving, prioritization, follow-up and relationship building skills

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • 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

EEO is the Law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $21.78 - $23.96 Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.

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