Functions in management role within Investment Sales. Directs assigned market's sales efforts and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp Investments. Responsible for setting and achieving revenue and expense budget for assigned market, and ongoing recruiting and hiring of Financial Advisors to reach market objectives. Ensures compliance with state and federal securities laws as well as U.S. Bancorp Investment's established policies and procedures. Ensures that a successful relationship is maintained between U.S. Bancorp Investments and other bank divisions.
Basic Qualifications
- Bachelor's degree, or equivalent work experience - Five or more years of investment experience - Two or more years of management experience - NASD Series 7, 24, 63 and 65/66, 53 or 9&10 Preferred Skills/Experience - Thorough knowledge of securities industry - Proficient leadership and interpersonal skills - Strong organizational, analytical, decision-making and problem-solving skills - Effective presentation, verbal and written communication skills
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:
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.
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: $118,170.00 - 144,430.00
Associate Wealth Market Leader • Milwaukee, WI, United States
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 b... Show more
Quantitative Sales AssociateThe financial industry is growing at a record pace, but our data providers are still stuck in the past with cumbersome onboarding processes, complicated APIs, slow infra... Show more
Position:Investment & Trading Operations AssociateLocation:Mequon, WI (Hybrid schedule)Compensation: Base salary bonuses benefitsOur client is a premier retirement management practice that goes... Show more
Marketing Plan Execution SupportProvide assistance for a wide range of marketing tactics and revenue growth initiatives to help execute go-to-market plans such as:demand generation and nurturing ca... Show more
The Sales Associate will be responsible for supporting the Store Leadership Team to achieve all company goals and initiatives.The Sales Associate will model and maintain excellent customer service ... Show more
Our client is one of the top lending institutions in the USA.Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform.Here are a fe... Show more
Join Our Team at H&R Block!At H&R Block, we harness the power of people helping people.Our goal is to inspire confidence in our clients, associates, and communities everywhere.We foster a h... Show more
Complex deals, real ownership, and career momentum.Baird is where investment banking careers gain real traction.Associates take on meaningful responsibility, work closely with senior bankers and cl... Show more
At UGG, a division Deckers Brands, we exist to transform the lives of our customers and each other by sharing our passion and love for UGG.We're driven by a clear mission: to bring the UGG brand to... Show more
Financial Advisor Guaranteed Appointments, No Prospecting.Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collabor... Show more
This is more than a traditional HR role.You will be a trusted advisor to local leadership, a coach to managers, and an advocate for associates, influencing decisions that impact culture, engagement... Show more
Annex Wealth Management - Know the DifferenceJoin Our Growing Team at our Mequon branch!Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Kn... Show more
The Private Wealth Management team serves to manage, protect and grow.As a fiduciary, we deliver financial outcomes for our clients through team-based advice.We collaborate on holistic and personal... Show more
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part... Show more
Associate Principal (AP) For MedTech Us Launch Advisory TeamPartner with IQVIA's MedTech consulting leaders to drive the growth and development of the IQVIA US MedTech Launch Advisory team.We are i... Show more
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more
Robinson is hiring an Associate Portfolio Executive to build and manage a customer portfolio while developing long-term, trusted relationships.In this role, you will leverage AI-powered tools to si... Show more
Lilly Engineering Associate Director (AD) - Device Assembly.At Lilly, the work is demanding because patients are waiting.We unite caring with discovery to help make life better for people around th... Show more
Smurfit Westrock (NYSE:SW) is the go-to leader and partner of choice in sustainable packaging.We are dedicated to creating efficient and scalable paper and packaging solutions to help solve complex... Show more
Marketing AssociateWe're looking for a collaborative, talented marketing associate to join our growing marketing team! This role serves as a primary resource, streamlining the workflow of strategic... Show more
