Wealth Management Client Associate - Paducah, KY

U.S. Bank • Paducah, KY • 1d 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

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.

Basic Qualifications

High school diploma or equivalent (Bachelor's degree preferred)

Two to four years of investment industry experience preferred

To be eligible for business incentives, must have FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability insurance licenses

Preferred Skills/Experience

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

Ability to contact and profile existing clients, leads, and prospects

Prior sales and service experience relating to Brokerage and Investment Advisory business is preferred

Proven understanding of operations, policies, procedures, regulations and compliance requirements

Strong analytical skills with an emphasis on detail

Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy

Effective communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners

Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software

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) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.45

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

Relationship Banker 1 - Paducah KY Lone Oak

U.S. Bank • Paducah, KY • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

Relationship Banker 2 - Paducah Ky Oaks Mall

U.S. Bank • Paducah, KY • 1d ago

Finance, Accounting & Banking

1d ago

Go to Apply

(USA) Personal Shopper - Sam's

Walmart • Paducah, KY • 1d ago

Position Summary... What you'll do... Develops and supports Membership by providing information on Membership benefits promoting the value of Company products and services processing Memberships upgrades and credit accou...

1d ago

Go to Apply

Kentucky Tech Instructor Rank III Building and Construction Technology (156-OCTE)

Commonwealth of Kentucky • Mayfield, KY • 2d ago

Trucking & Construction

Advertisement Closes 10/31/2026 (11:59 PM ET) req82008 Kentucky Tech Instructor Rank III Building and Construction Technology (156-OCTE) Salary $4,842.84 Monthly Employment Type EXECUTIVE BRANCH | FULL TIME | INELIGIBLE...

2d ago

Go to Apply

Medical Assistant General Surgery

Baptist Health • Paducah, KY • 4d ago

Hospital & Medical

Experience Required 1 - 20 years Minimum Education Required High School Diploma/G.E.D. Compensation $7.25 / hourly Hours Per Week 40 Number Of Positions 1 Work Schedule and Shift Requirements First (Day) Job Description...

4d ago

Go to Apply

Package Handler - Part Time (Warehouse like)

Federal Express Corporation • Paducah, KY • 5d ago

Manufacturing & Warehouse

Experience Required None Minimum Education Required High School Diploma/G.E.D. Compensation $17.70 - $18.20 / hourly Hours Per Week 20 Number Of Positions 1 Work Schedule and Shift Requirements First (Day) Job Descriptio...

5d ago

Go to Apply

Travel Physical Therapist job in Paducah, KY - Make $1,802 to $2,025/week

Aya Healthcare, Inc. • Paducah, KY • 5d ago

Hospital & Medical

Experience Required 1 - 20 years Minimum Education Required High School Diploma/G.E.D. Compensation $93,704.00 - $105,300.00 / yearly Hours Per Week 40 Number Of Positions 1 Work Schedule and Shift Requirements First (Da...

5d ago

Go to Apply

Retail Customer Service

Sherwin-Williams Company • Paducah, KY • 1w ago

Retail & Hospitality

Experience Required 1 years Minimum Education Required High School Diploma/G.E.D. Compensation $16.65 - $16.65 / hourly Hours Per Week 40 Number Of Positions 1 Work Schedule and Shift Requirements First (Day) Job Descrip...

1w ago

Go to Apply

RN PACT

Veterans Affairs, Veterans Health Administration • Paducah, KY • 1w ago

Summary The Marion Il VMAC is seeking a?full-time?registered nurse to join the Paducah CBOC Primary Care Team Responsibilities Registered Nurse Case Manager provides patient-centered care management principles to support...

1w ago

Go to Apply

CDL A Driver

United Rentals • Calvert City, KY • 1w ago

Trucking & Construction

Great company. Great people. Great opportunities. If you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! As a Class A CDL Driver at Unit...

1w ago

Go to Apply

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