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Registered Wealth Management Client Associate - Albuquerque, NM

Albuquerque, NM | Full Time
Expired

Job Description

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Job Description Provides sales, processing, operational, administrative, and customer service support to the U.S. Bank Wealth Management Banker/U.S. Bancorp Investments Wealth Management Advisor team with responsibilities for meeting the needs of the client in Wealth Management group. Supports business development processes with clients and prospects and researches and responds to customer needs to help meet regulatory requirements. Basic Qualifications - High school diploma or equivalent (Bachelor's degree preferred) - Five or more years of banking and investment industry experience - Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses Preferred Skills/Experience - Strong knowledge of the financial services industry, specifically with banking, investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements - Experience with the policies, processes and procedures of the brokerage and banking industries, FINRA, SEC, OCC and applicable banking regulations ensuring regulatory standards are met for all applicable regulatory bodies - Strong understanding of the PBRM / IRM business model, needs and key drivers as well as the sales process - Considerable knowledge of internal administrative, compliance and operational procedures - Excellent communication, organization, problem-solving, prioritization, follow-up and relationship building skills If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family. Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting usbank.com/careers. EEO is the Law Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal EEO is the Law poster. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. Due to legal requirements, U.S. Bank requires that the successful candidate hired for some positions be fully-vaccinated for COVID-19, absent being granted an accommodation due to a medical condition, pregnancy, or sincerely held religious belief or other legally required exemption. For these positions, as part of the conditional offer of employment, the successful candidate will be asked to provide proof of vaccination or approval for an accommodation or exemption upon hire.

Skills for Registered Wealth Management Client Associate - Albuquerque, NM

The job skills required for Registered Wealth Management Client Associate - Albuquerque, NM include Wealth Management, Investment banking, Building Relationships, Problem Solving, Financial Services Industry, Business Development etc. Having related job skills and expertise will give you an advantage when applying to be a Registered Wealth Management Client Associate - Albuquerque, NM. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Registered Wealth Management Client Associate - Albuquerque, NM. Select any job title you are interested in and start to search job requirements.

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Career Path for Registered Wealth Management Client Associate - Albuquerque, NM

The following is the career advancement route for Registered Wealth Management Client Associate - Albuquerque, NM positions, which can be used as a reference in future career path planning. As a Registered Wealth Management Client Associate - Albuquerque, NM, it can be promoted into senior positions as a Wealth Management Specialist Sr that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Registered Wealth Management Client Associate - Albuquerque, NM. You can explore the career advancement for a Registered Wealth Management Client Associate - Albuquerque, NM below and select your interested title to get hiring information.

How to Become a Registered Wealth Management Client Associate

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