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Associate Wealth Market Leader - Portland, OR
Associate Wealth Market Leader - Portland, ORU.S. Bancorp • Portland, OR, US
Associate Wealth Market Leader - Portland, OR

Associate Wealth Market Leader - Portland, OR

U.S. Bancorp • Portland, OR, US
11 hours ago
Job type
  • Full-time
Job description

Investment Sales Management Role

Functions in management role within Investment Sales. Directs assigned market's 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 Investment's 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, decision-making and problem-solving skills - Effective presentation, verbal and written communication skills

Benefits : 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

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.

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Market Leader • Portland, OR, US