WM Affluent Associate - Walnut Creek, CA

U.S. Bank Financial Advisor Support Role

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One.

Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Investments. Performs administrative support duties to assist Financial Advisors such as : making and tracking appointments, preparing investment proposals / reviews / routine correspondence, organizing paper flow in adherence to the firm's record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail. Assists in business development at the direction of the Financial Advisors such as : meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns / business development seminars and meeting with internal departments to discuss joint business initiatives.

Basic Qualifications :

• High school diploma or equivalent (Bachelor's degree preferred)
• Five or more years of investment industry experience preferred
• FINRA SIE, Series 7, Series 63 and 65 / or 66 registrations and life, variable life, health and disability licenses

Preferred Skills / Experience :

This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program.

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) :

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. Learn more about the E-Verify program.

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 : $27.55 - $36.73

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws.