Associate WM Advisor-Norfolk Main

U.S. Bank • Norfolk, NE • 3d ago

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 Description

This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a senior advisor, this advisor will learn and develop skills to consult with existing and prospective customers to determine financial goals, objectives, and current financial position. Conducts due diligence with lower segmented clients/prospect's financial situation in order to recommend financial products to meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and knowledge of the securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then provide customized and individualized investment advice suited to those objectives while complying with all pertinent laws, regulations and corporate policies. Engages in business development and promotional activities.

Basic Qualifications

Bachelor's degree, or equivalent work experience

At least two years of industry related experience in a financial sales or wealth position

Will need to complete FINRA Series 7, 65 or 66 and state insurance licenses within the first 6 months of employmet

Preferred Skills/Experience

Basic knowledge of the securities industry and markets

Well-developed analytical and decision-making skills to provide customized investment and financial planning advice

Effective interpersonal, verbal and written communication skills

Proficient with various computer software programs including Microsoft Office, and have the ability to use recommended desktop planning tools and processes

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 (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

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

Review our full benefits available by employment status here (https://careers.usbank.com/global/en/benefits/us) .

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

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 (https://careers.usbank.com/verification-of-eligibility-for-employment) .

This role receives an annual base salary between $65,000 and $80,200 depending on the required state minimum plus eligibility for incentives based on employee's production under the applicable incentive plan.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Similar Jobs

Specialist, Bank Identified Fraud Intake - $20/HR (Wayne, NE Only)

First National Bank of Omaha • Wayne, NE • 5d ago

Legal & Paralegal

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: At FNBO...

5d ago

Go to Apply

Customer Service

Hy-Vee Food Stores • Norfolk, NE • 6d ago

Management & Administrative

Additional Considerations (if any): Daytime Shifts - At Hy-Vee our people are our strength. We promise "a helpful smile in every aisle" and those smiles can only come from a workforce that is fully engaged and committed...

6d ago

Go to Apply

Restaurant Crewmember - Dinner/Close Shift

Raising Cane's • Norfolk, NE • 1w ago

Retail & Hospitality

Starting hiring pay: $15.00 Restaurant Crewmembers at Raising Cane's will wear many hats (including a Raising Cane's hat) while working hard and having fun as a critical part of the Restaurant team. We are hiring immedia...

1w ago

Go to Apply

Machine Operator - 1st Shift

Cardinal Health • Norfolk, NE • 1w ago

Manufacturing & Warehouse

Pay rate: $18.00 per hour Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health saving...

1w ago

Go to Apply

Process Inspector - Day Crew

Cardinal Health • Norfolk, NE • 1w ago

Pay rate: $22.00 per hour Bonus eligible: No Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being. Medical, dental and vision coverage Paid time off plan Health saving...

1w ago

Go to Apply

Part-Time Sales

Menards, Inc. • Norfolk, NE • 2w ago

Sales & Marketing

Part-Time Sales Job#:407652 Location:NORFOLK, NE Department:Store Opportunities Category:PT Sales Salary:Hourly Apply To This Job Return To List Job Description Part-Time Make BIG Money at Menards! Extra $3 per hour on S...

2w ago

Go to Apply

(USA) Fashion Coach

Walmart • Norfolk, NE • 3w ago

Retail & Hospitality

Position Summary... What you'll do... Provides supervision and development opportunities for hourly associates by hiring, training, and mentoring of associates; assigning duties; setting clear expectations; providing ass...

3w ago

Go to Apply

(USA) Coach/Ops Mgr Trainee

Walmart • Norfolk, NE • 3w ago

Position Summary... What you'll do... Leads and develops teams effectively by teaching training and actively listening to associates touring stores and providing feedback TourtoTeach communicating and collaborating with...

3w ago

Go to Apply

Manager Trainee

Menards, Inc. • Norfolk, NE • 3w ago

Management & Administrative

Manager Trainee Job#:407161 Location:NORFOLK, NE Department:Store Opportunities Category:Manager Trainees Salary:Entry Level Apply To This Job Return To List Job Description Make BIG Money at Menards! Extra $3 per hour o...

3w ago

Go to Apply

Certified Medication Aide (CMA)

Accura Healthcare • Pierce, NE • 3w ago

Accura HealthCare of Pierece has the opportunity to welcome a Certified Medication Aide (CMA) to our nursing team! Certified Medication Aides provide person-centered care to residents through medication administration an...

3w ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)