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Associate Wealth Market Leader- Tempe AZ

  2025-09-08     U.S. Bancorp     Boise,ID  
Description:

Functions in management role within Investment Sales. Directs assigned markets sales efforts and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp Investments. Responsible for setting and achieving revenue and expense budget for assigned market, and ongoing recruiting and hiring of Financial Advisors to reach market objectives. Ensures compliance with state and federal securities laws as well as U.S. Bancorp Investments established policies and procedures. Ensures that a successful relationship is maintained between U.S. Bancorp Investments and other bank divisions. Basic Qualifications - Bachelor's degree, or equivalent work experience - Five or more years of investment experience - Two or more years of management experience - NASD Series 7, 24, 63 and 65/66, 53 or 9&10 Preferred Skills/ Experience - Thorough knowledge of securities industry - Proficient leadership and interpersonal skills - Strong organizational, analytical, decisio...Leader, Wealth, Associate, Investment, Banking, Business Services


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