U.S. Bank Registered Wealth Management Associate - Billings, MT in Billings, Montana
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 DescriptionProvides 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.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.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 licensesPreferred 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 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.
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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.