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Job Details

Wealth Management Client Associate 3

  2025-09-11     U.S. Bancorp     Boise,ID  
Description:

Job Title

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.

Basic 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, SIE. Minimum requirement is SIE. 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

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 hours worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable 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.

Pay Range: $20.00 - $26.39


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