Wealth Management Client Associate - Huntington Beach, CA
Company: U.S. Bank
Location: Huntington Beach
Posted on: March 16, 2023
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Job Description:
At U.S. Bank, we're passionate about helping customers and the
communities where we live and work. The fifth-largest bank in the
United States, we're one of the country's most respected,
innovative and successful financial institutions. U.S. Bank is an
equal opportunity employer committed to creating a diverse
workforce. We consider all qualified applicants without regard to
race, religion, color, sex, national origin, age, sexual
orientation, gender identity, disability or veteran status, among
other factors.Job DescriptionProvides sales, processing,
operational, administrative and customer service support to
Investment Relationship Managers of U.S. Bancorp Investment Sales.
Performs administrative support duties to assist Investment
Relationship Managers 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 Investment Relationship
Managers 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 - Strong
knowledge of the financial services industry, specifically with
investment advisory and brokerages services, internal policies,
procedures, and all associated regulatory requirements - Experience
with the policies, processes and procedures of the brokerage
industry, FINRA and SEC regulatory standards and all applicable
regulatory bodies, ensuring regulatory standards are met - Has a
deep understanding of the Wealth Management Advisor's business
model, needs and key drivers as well as the sales process -
Considerable knowledge of internal administrative, compliance and
operational procedures - Strong communication, organization,
problem-solving, prioritization, follow-up and relationship
building skills If there's anything we can do to accommodate a
disability during any portion of the application or hiring process,
please refer to our -. Learn how drives meaningful relationships
with our customers and collaboration across the company.Benefits:
-Take care of yourself and your family with U.S. Bank employee
benefits. -We know that healthy employees are happy employees, and
we believe that work/life balance should be easy to achieve.
-That's why we share the cost of benefits and offer a variety of
programs, resources and support you need to bring your full self to
work and stay present and committed to the people who matter most -
your family.Learn all about U.S. Bank employee benefits, including
tuition reimbursement, retirement plans and more, by visiting -.EEO
is the LawApplicants can learn more about the company's status as
an equal opportunity employer by viewing the federal
poster.E-VerifyU.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 -.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, US Bank offers a comprehensive benefits package, including
incentive and recognition programs, equity stock purchase 401k
contribution and pension (all benefits are subject to eligibility
requirements). Pay Range: $24.28 - $32.36 - $35.60Due to legal
requirements, U.S. Bank requires that the successful candidate
hired for some positions be fully-vaccinated for COVID-19, absent
being granted an accommodation due to a medical condition,
pregnancy, or sincerely held religious belief or other legally
required exemption. For these positions, as part of the conditional
offer of employment, the successful candidate will be asked to
provide proof of vaccination or approval for an accommodation or
exemption upon hire.
Keywords: U.S. Bank, Huntington Beach , Wealth Management Client Associate - Huntington Beach, CA, Executive , Huntington Beach, California
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