Job Details

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. This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program. If theres anything we can do to accommodate a d...Client Associate, Wealth, Management, Associate, Customer Service, Retail, Banking