WM Affluent Associate
$41,600–$46,696 year
On-siteNorth Little Rock, Arkansas, United States
Job Summary
Provide sales, processing, operational, administrative, and customer service support to Financial Advisors of U.S. Bancorp Investment Sales. Research and respond to customer needs within regulatory limits while supporting the business development process through responsive sales activities. Manage multiple tasks, projects, and deadlines simultaneously using proficient computer skills, particularly Microsoft Office applications. Maintain excellent verbal and written communication skills to meet existing customer needs. This role requires Series 6 or 7, 63 registrations and relevant insurance licenses, with a pay range of $20.00 to $22.45.
Required 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
Desired Qualifications
- Excellent customer service skills
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Proficient computer skills, especially Microsoft Office applications
- Excellent verbal and written communication skills
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