Wm Affluent Associate - Walnut Creek, Ca

U.S. Bank

Walnut Creek, CA, US
Base: $27.55 - $36.73; bonus/equity: not specified...
Investment industry experience
Strong communication skills
Customer service support
At U.S. Bank, we’re on a journey to do our best

Job Summary

  • At U.S. Bank, we’re on a journey to do our best.
  • This role provides sales, processing, and customer service support to Financial Advisors.
  • Our benefits are designed to help you and your family boost your health and financial security.

Matching Summary

At U.S. Bank, we’re on a journey to do our best.

Salary

Base: $27.55 - $36.73; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Investment industry experience
  • Strong communication skills
  • Customer service support

Nice-to-have

  • Problem-solving skills
  • Relationship building skills
  • Knowledge of regulatory requirements

Key Requirements

  • High school diploma or equivalent
  • Five or more years of investment industry experience
  • FINRA SIE, Series 7, Series 63 and 65/or 66 registrations

Work Rights

Not specified

Tailored Resume

Cover Letter