CrawlJobs Logo

WM Affluent Associate

usbank.com Logo

U.S. Bank National Association

Location Icon

Location:
United States , Springfield

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

22.50 - 30.00 USD / Hour

Job Description:

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Responsibility:

  • Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales
  • Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail
  • Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives

Requirements:

  • High school diploma or equivalent (Bachelor's degree preferred)
  • Five or more years of investment industry experience preferred
  • FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses

Nice to have:

  • Strong knowledge of the financial services industry, specifically with investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements
  • Experience with the policies, processes and procedures of the brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met
  • Has a deep understanding of the Wealth Management Advisor's business model, needs and key drivers as well as the sales process
  • Considerable knowledge of internal administrative, compliance and operational procedures
  • Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills
What we offer:
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Additional Information:

Job Posted:
February 21, 2026

Expiration:
February 27, 2026

Employment Type:
Fulltime
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for WM Affluent Associate

New

WM Affluent Associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...
Location
Location
United States , Plymouth
Salary
Salary:
24.18 - 32.21 USD / Hour
usbank.com Logo
U.S. Bank National Association
Expiration Date
February 27, 2026
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent (Bachelor's degree preferred)
  • Five or more years of investment industry experience preferred
  • FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses
Job Responsibility
Job Responsibility
  • Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales
  • Performs administrative support duties to assist Investment Relationship Managers such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail
  • Assists in business development at the direction of the Investment Relationship Managers such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives
What we offer
What we offer
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Fulltime
!
Read More
Arrow Right
New

WM Affluent Associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...
Location
Location
United States , Concord; Sacramento
Salary
Salary:
27.55 - 36.73 USD / Hour
usbank.com Logo
U.S. Bank National Association
Expiration Date
February 27, 2026
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent (Bachelor's degree preferred)
  • Five or more years of investment industry experience preferred
  • FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses
Job Responsibility
Job Responsibility
  • Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors
  • Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail
  • Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives
What we offer
What we offer
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Fulltime
!
Read More
Arrow Right
New

Wm affluent associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...
Location
Location
United States , Manhattan Beach
Salary
Salary:
25.77 - 34.33 USD / Hour
usbank.com Logo
U.S. Bank National Association
Expiration Date
February 27, 2026
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent (Bachelor's degree preferred)
  • Five or more years of investment industry experience preferred
  • FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses
Job Responsibility
Job Responsibility
  • Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Investments
  • Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail
  • Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives
What we offer
What we offer
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Fulltime
!
Read More
Arrow Right
New

WM Affluent Associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...
Location
Location
United States , Tustin
Salary
Salary:
25.77 - 34.33 USD / Hour
usbank.com Logo
U.S. Bank National Association
Expiration Date
March 27, 2026
Flip Icon
Requirements
Requirements
  • High school diploma or equivalent (Bachelor's degree preferred)
  • Five or more years of investment industry experience preferred
  • FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses
Job Responsibility
Job Responsibility
  • Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Investments
  • Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence, organizing paper flow in adherence to the firm’s record-keeping requirements, maintaining client files and supplies, answering phones, opening and disseminating mail
  • Assists in business development at the direction of the Financial Advisors such as: meeting with existing or new prospects, contacting existing client base to review current relationship, planning and coordinating marketing campaigns/business development seminars and meeting with internal departments to discuss joint business initiatives
What we offer
What we offer
  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Fulltime
Read More
Arrow Right
New

Data Analyst

We are looking for a data-driven storyteller to help us revolutionize the "Deep ...
Location
Location
United Kingdom , Manchester
Salary
Salary:
30.00 - 42.00 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
February 25, 2026
Flip Icon
Requirements
Requirements
  • Strong SQL skills
  • Experience with Python or R for statistical analysis
  • Experience with Tableau for visualization
  • 3+ years in a quantitative role (or a Master's degree)
  • Experience in App Analytics or CRO (Conversion Rate Optimization)
  • Understanding of deep-linking and attribution
  • Curious, independent mindset
Job Responsibility
Job Responsibility
  • Optimize the Journey: Analyze how customers move from search ads into our app, identifying friction points and growth opportunities
  • Partner with Product: Work alongside Engineers and Product Managers to define OKRs and track the success of new features
  • Data Storytelling: Translate complex Hadoop/SQL datasets into actionable insights for non-technical stakeholders
  • Innovate: Use Python, R, and Tableau to build intuitive visualizations and experiment with new ways to measure customer value
  • Fulltime
!
Read More
Arrow Right
New

SKY Behavioral Health Director - Aetna KY - RN or BH

We’re building a world of health around every individual — shaping a more connec...
Location
Location
United States , Work at Home
Salary
Salary:
78331.00 - 168714.00 USD / Year
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
February 28, 2026
Flip Icon
Requirements
Requirements
  • Kentucky residency
  • Kentucky Independent Behavioral Health licensure
  • Minimum 5 years of independent licensure
  • At least 3 years of experience working with multisystem‑involved youth
  • At least 5 years of people‑leadership experience
  • Minimum 1 year of Managed Care experience
  • Care Management experience
  • Advanced proficiency with personal computers, keyboard navigation, and MS Office applications
  • Master’s degree in Social Work or a related Behavioral Health field
Job Responsibility
Job Responsibility
  • Lead and support a team of licensed behavioral health clinicians in a complex, matrixed environment
  • Coordinate physical and behavioral health services across multiple systems
  • Contribute to the development of market strategies and value propositions
  • Serve as the primary behavioral health clinical liaison to state agencies, community partners, and stakeholders
  • Manage cross-segment projects requiring collaboration, problem solving, influence, and analytical thinking
  • Promote innovation and best practices in behavioral health care across teams
  • Participate in quality management activities to ensure consistent, high-quality service delivery
What we offer
What we offer
  • Affordable medical plan options
  • 401(k) plan (including matching company contributions)
  • Employee stock purchase plan
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
  • Paid time off
  • Flexible work schedules
  • Family leave
  • Dependent care resources
  • Colleague assistance programs
  • Tuition assistance
  • Fulltime
!
Read More
Arrow Right
New

Safeguarding Social Worker

Telford & Wrekin Council is looking for an experienced Safeguarding Social Worke...
Location
Location
United Kingdom , Telford
Salary
Salary:
33.30 GBP / Hour
https://www.randstad.com Logo
Randstad
Expiration Date
March 18, 2026
Flip Icon
Requirements
Requirements
  • Qualified Social Worker with Social Work England registration
  • Minimum of 2 years' post-qualifying experience in safeguarding or child protection
  • Solid understanding of relevant legislation and statutory guidance
  • Ability to work independently and manage complex caseloads
  • Enhanced DBS on the update service (or willingness to obtain)
  • Car driver with access to own vehicle preferred
Job Responsibility
Job Responsibility
  • Manage a varied caseload of children subject to Child Protection Plans, Child in Need plans, and care proceedings
  • Undertake thorough assessments and Section 47 enquiries
  • Develop and implement robust, outcome-focused care and safety plans
  • Work in partnership with children, families, and multi-agency partners
  • Prepare high-quality reports for case conferences, reviews, and court hearings
  • Maintain accurate case records on the council's systems
What we offer
What we offer
  • Hybrid working arrangements
  • Weekly payroll and dedicated recruitment consultant support
  • Supportive management and professional supervision
Read More
Arrow Right
New

Pharmacy Intern

You’ve invested a lot of time and energy in your education. Now you want the cha...
Location
Location
United States , Patchogue
Salary
Salary:
Not provided
https://www.cvshealth.com/ Logo
CVS Health
Expiration Date
March 01, 2026
Flip Icon
Requirements
Requirements
  • Accepted into or actively enrolled in an ACPE accredited college or school of pharmacy
  • 0-3 years relevant work experience
  • Must possess or be in process of obtaining valid intern and/or technician licensure as required
  • Strong communication and presentation skills
  • Complete all required training within state guidelines and required timeframe
  • Ability to: Have regular and predictable attendance, including nights and weekends
  • Be mobile and remain upright for extended periods of time
  • Lift, scan, and bag items
  • Finger Dexterity: Picking, pinching, typing or otherwise working primarily with fingers rather than whole hand or arm
  • Reach overhead
Job Responsibility
Job Responsibility
  • Patient Safety
  • Pharmacy Professional Practice
  • Regulatory Requirements
  • Quality Assurance
  • Customer Service
  • Inventory Management
  • Workflow Management excluding final prescription verification
  • Lead with Heart – display empathy and compassion for your patients, customers, caregivers, and colleagues on your team
  • Seek new ways to grow, collaborate with others, and deliver better outcomes
  • Align others around our purpose to bring your heart to every moment of your health and gain support and commitment
!
Read More
Arrow Right