Wealth Management Associate
Provide sales, processing, operational, administrative, and customer service support to the U.S. Bank Private Banking Relationship Manager. You will also be responsible for meeting the needs of the client in The Private Client group. Support business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements.
2 -4 years of banking and investment industry experience
Prior sales and service experience relating to Banking, Brokerage and Investment Advisory business is preferred
Series 6 or 7, 63, and life, variable life, health and disability licenses
Time Management
Analytical skills
MS Excel
MS Word
Record keeping
Communication
Multitasking
Problem Solving
Results driven
Attention to detail
According to JobzMall, the average salary range for a Wealth Management Associate in 2481 E Chapman Ave, Fullerton, CA 92831, USA is $60,000 - $90,000 per year. This range is based on the salary data from employers, job postings and third-party sources.
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U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. It is the parent company of U.S. Bank National Association, which is the 7th largest bank in the United States.
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