Wealth Management Associate: Advisor Support & Growth

Us Bank; North Little Rock (AR); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a customer-focused professional to provide sales, processing, operations and administrative support to Financial Advisors. You will help meet customer needs within regulatory guidelines while contributing to business development and service excellence.

The role requires a HS diploma, 2–4 years in the investment industry, and licenses (Series 6/7, 63, and life/health/ disability). Expect competitive benefits and a structured work environment in North Little Rock, Arkansas.

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 licenses.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Financial Advisors.
• Support business development activities while complying with regulatory limits.
• Research and respond to customer needs in a timely manner.

Skills

Customer service

Multi-tasking

Microsoft Office

Communication

Education

High school diploma or equivalent

Tools

FINRA Series 6/7, 63 licenses and life/health insurance

Job description

U.S. Bank is seeking a customer-focused professional to provide sales, processing, operations and administrative support to Financial Advisors. You will help meet customer needs within regulatory guidelines while contributing to business development and service excellence.

The role requires a HS diploma, 2–4 years in the investment industry, and licenses (Series 6/7, 63, and life/health/ disability). Expect competitive benefits and a structured work environment in North Little Rock, Arkansas.