Wealth Management Associate - Affluent Client Support

Usbank; North Little Rock (AR); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability leave

401(k) plan

Paid vacation

Paid holidays

Adoption assistance

Job summary

U.S. Bank is seeking a role supporting Financial Advisors in sales, processing, operations and customer service. You will assist with the development process, respond to customer needs within regulatory limits, and coordinate tasks to meet deadlines.

This position emphasizes service quality and efficient handling of multiple tasks in a dynamic environment. The role requires high school diploma, 2–4 years of investment experience, and relevant FINRA licenses.

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 insurance licenses.

Skills

Customer service

multitasking

Microsoft Office

Verbal communication

Education

High school diploma

Tools

Microsoft Office

Job description

U.S. Bank is seeking a role supporting Financial Advisors in sales, processing, operations and customer service. You will assist with the development process, respond to customer needs within regulatory limits, and coordinate tasks to meet deadlines.

This position emphasizes service quality and efficient handling of multiple tasks in a dynamic environment. The role requires high school diploma, 2–4 years of investment experience, and relevant FINRA licenses.