Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate Wealth Management Advisor - Norfolk Main

$65k - $80.2k

U.S. Bank

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 - 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 employment 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. 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. 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. 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. #J-18808-Ljbffr U.S. Bank

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Associate Wealth Management Advisor - Norfolk Main in Raleigh, NC vacancy
  • SoftPro, a Fidelity National Financial division, seeks an Associate Real Estate Documents Developer to join the SoftPro Select Client Solutions team in Raleigh. This hybrid/remote role supports major clients by maintaining real estate documents and learning HTML-based document... 
    Suggested
    Remote job

    FNF Group

    Raleigh, NC
    1 day ago
  • $96.05k - $206.08k

     ...number one priority. With a wealth of learning and career development...  ...currently seeking a Senior Associate, Workday Security to join our...  ...client engagements focusing mainly on Workday security...  ...Financials or Human Capital Management with hands-on Workday implementation... 
    Suggested
    H1b
    Local area

    KPMG

    Raleigh, NC
    2 days ago
  •  ...mattered? We are trying to keep that the main focus at our hospital. Doesn't mean we can...  ...which they are willing to teach to new associates. We have a traveling specialist surgeon who...  .... Respond to same-day sick patients and manage schedule accordingly. Schedule and Work Hours... 
    Suggested
    Part time
    Weekend work

    VCA Seaside Animal Hospital

    Raleigh, NC
    3 days ago
  • Associate 1-Distribution Center - 1st shift Job Category : Distribution/Warehouse Requisition Number : ASSOC008217 Full-Time Locations Showing...  ...0. Reser’s family of brands include Reser’s American Classics, Main St Bistro, Stonemill Kitchens, and more. With more than 4,500... 
    Suggested
    Full time
    Day shift

    Reser

    Raleigh, NC
    2 days ago
  • $23.95 per hour

     ...Description Join our Toyota Material Handling Team as an Assembly Associate in our Brand New Production Plant! The Role: We’re seeking a...  ...(TMHNA), the industry leader in forklift sales, comprises two main brands: Toyota Material Handling and The Raymond Corporation.... 
    Suggested
    Full time
    Temporary work
    Part time
    Shift work

    Toyota Material Handling North America Inc

    Raleigh, NC
    3 days ago
  •  ...A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications.... 

    Cetera Financial Group

    Raleigh, NC
    1 day ago
  • Job Title: Associate Vice President for Facilities and Infrastructure...  ...The position serves as a key advisor to ERIK senior leadership on...  ...leasing strategies for ERIK-managed spaces in coordination with Business...  ...The Ohio State University’s main campus in Columbus, Ohio.... 
    Work experience placement
    Local area
    Work visa
    Shift work
    Day shift

    The Ohio State University

    Raleigh, NC
    1 day ago
  • Associate Vice President for Development, Athletics LOCATION Main Campus - Buies Creek NC Job Code 3572 # of Openings 1 Position: Associate Vice President for Development...  ...prospect cultivation, preferred. Supervisory or management experience preferred. Knowledge, Skills, and... 
    Full time
    Apprenticeship
    Local area

    International Executive Service Corps

    Raleigh, NC
    19 hours ago
  •  ...Associate Interventional Specialist At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality...  ...Specialist will work together with the District Sales Manager and will have territory coverage, inventory management, and sales... 
    Local area
    Night shift

    Globus Medical

    Raleigh, NC
    6 hours ago
  •  ...people are our number one priority. With a wealth of learning and career development...  ...Advisory.KPMG is currently seeking a Senior Associate, UKG to join our Advisory Services...  ...DimensionsDevelop and implement project management standards as well as toolsAct with integrity... 
    H1b
    Local area

    KPMG

    Raleigh, NC
    4 days ago
  • $90.4k - $168.2k

     ...future as we are, join our team.KPMG is currently seeking a Senior Associate, Cyber Operations to join our Enterprise Security Services...  ...assetsHandle and coordinate tasks such as incident management, threat hunting, forensic analysis, and remediation efforts to... 
    H1b
    Local area

    KPMG

    Raleigh, NC
    1 day ago
  •  ...what we stand for as a firmKPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities:Support...  ...including but is not limited to monitoring project progress, managing changes to project scope, schedule, budget, tracking key... 
    Work at office
    Local area

    KPMG

    Raleigh, NC
    3 days ago
  • $77k - $202k

     ...LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Senior Associate - Oracle SCM, you will specialize in consulting services for...  ...on building meaningful client connections and learning how to manage and inspire others. You will navigate increasingly complex... 
    Full time
    H1b

    PwC

    Raleigh, NC
    2 days ago
  • $83.3k - $111.3k

     ...has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people...  ...required, specifically in a broker/dealer or registered investment advisor environment FINRA Series 65 Required Bachelor’s degree in... 

    Edelman Financial Engines

    Raleigh, NC
    2 days ago
  • $78k - $80k

     ...downtown Raleigh, the College encompasses 20 buildings on the main Centennial Biomedical Campus. In addition to the four-year Doctor...  ...medicine. The CVM Business Office provides the fiscal management for the College, as well responsible for Personnel and Programmatic... 
    Full time
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    NC State University

    Raleigh, NC
    4 days ago
  • $73.72k - $164.57k

     ...what we stand for as a firm.KPMG is currently seeking a Senior Associate to join our State and Local Tax (SALT) practice. Responsibilities...  ...tax returns before, during and after preparation Build and manage client relationships, and supervise, mentor, and develop staffResearch... 
    Local area

    KPMG

    Raleigh, NC
    19 hours ago
  •  ...your future as we are, join our team.KPMG is currently seeking an Associate, Opportunity & Engagement Set-Up to join our Advisory...  ...organization.Responsibilities:Assist with processing opportunities, manage key performance indicators, work with pursuit teams to finalize... 
    H1b
    Local area
    Weekend work

    KPMG

    Raleigh, NC
    2 days ago
  • $77k - $202k

     ...minimise downtime.Those in cloud operations at PwC will focus on managing and optimising cloud infrastructure and services to enable...  ...Communicating complex information simply;Finding yourself in the role of advisor and peer to others;Approaching new projects with an open mind;... 
    Full time
    H1b

    PwC

    Raleigh, NC
    1 day ago
  •  ...future as we are, join our team.KPMG is currently seeking a Senior Associate, Data Strategy Enablement and Innovation to join our Digital...  ...to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness... 
    H1b
    Local area

    KPMG

    Raleigh, NC
    4 days ago
  •  ...people are our number one priority. With a wealth of learning and career development...  ...Advisory.KPMG is currently seeking a Senior Associate, Oracle HCM for our Consulting practice....  ...deliverables and overseeing project management or planning activitiesCollaborate with client... 
    Work experience placement
    H1b
    Local area

    KPMG

    Raleigh, NC
    1 day ago
  • $77k - $202k

     ...are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations,...  ...technical solutions that meet client requirements. As a Senior Associate, you guide and mentor junior team members while navigating... 
    Full time
    H1b

    PwC

    Raleigh, NC
    3 days ago
  • $390k

     ..., strong academic backgrounds, and who can mentor more junior associates on the team. Additionally, candidates should have strong analytical...  ...contracts, and correspondence.Case/Transaction Assistance and Management: Assist/Manage a variety of complex cases/transactions from... 
    Full time
    Work at office
    Immediate start
    Relocation
    Relocation package

    DLA Piper

    Raleigh, NC
    1 day ago
  • $71.9k - $113.2k

     ...yield/efficiency, reduce cost, or lower our processing cycle times. Supports team safety, environmental, and compliance objectives. Manages project timelines to ensure key compliance and customer due dates are met; escalating any potential delays and develop remediation... 
    For contractors
    Local area

    MSD UK

    Raleigh, NC
    1 day ago
  • $83.7k - $135.4k

     ...Credits & Incentives Advisory team is looking for an R&D Senior Associate with a background in R&D Tax Credit consulting services. The R...  ...adequate to conduct technical interviews with technical management, solution architects, and product owners to gather qualitative... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work

    Cherry Bekaert

    Raleigh, NC
    2 days ago
  • $77k - $202k

     ...SummaryThe OpportunityAs a Pricing and Revenue Consulting Senior Associate - TMT Sector, you will specialize in providing consulting...  ...you will build meaningful client connections and learn how to manage and inspire others. You will navigate increasingly complex situations... 
    Full time
    H1b

    PwC

    Raleigh, NC
    4 days ago
  • $60k - $120k

     ...exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. About Wisepath...  ...alongside a Senior Partner. Key Responsibilities Support Senior Advisors in analyzing client data and preparing comprehensive... 
    Local area

    Wisepath Financial Group

    Raleigh, NC
    3 days ago
  • $90k - $140k

     ...financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term...  ...monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives... 
    Work at office

    Cornerstone Advisor Group

    Raleigh, NC
    19 hours ago
  •  ...services that are redefining the way people live. What We Do Founded in 2010, Core is a vertically integrated real estate investment manager focused onacquiring,developingandmanaging acrossthe student housing and build-to-rent (“BTR”) sectors. Its residential communities... 
    Full time
    Work at office
    Flexible hours
    Shift work
    Afternoon shift

    Core Spaces

    Raleigh, NC
    11 hours ago
  • Martin Marietta Materials, Inc. is seeking an Associate Internal Auditor to join our Internal Audit team in Raleigh, NC. This role provides exposure to corporate functions and operational processes, with five days on-site. You will develop audit, data analytics, and business... 

    Martin Marietta Materials, Inc.

    Raleigh, NC
    3 days ago
  • $22 per hour

     ...Safety Associate #BBB-5946 Raleigh, North Carolina, United States Apply X Facebook LinkedIn Email Copy Benefits...  ...Bonus Program (select positions only), Bonus Program (Operations Manager, RVP, and executive positions only). Other: 401K Retirement... 
    Hourly pay
    Weekly pay
    Contract work
    Temporary work
    Local area
    Shift work
    Weekend work
    Afternoon shift

    Block by Block

    Raleigh, NC
    19 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Wealth Management Advisor - Norfolk Main. Be the first to apply!