WM Affluent Associate
$27.55 - $36.73 per hourU.S. Bank
- # WM Affluent AssociateApplylocations: Cupertino, CA: Morgan Hill, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: June 26, 2026 (17 days left to apply)job requisition id: 2026-0014984At 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. **This role can be located in Cupertino, Walnut Creek, or Morgan Hill.****Basic Qualifications**- High school diploma or equivalent (Bachelor's degree preferred)- Five or more years of investment industry experience preferred- FINRA SIE, Series 7, Series 63 and 65/or 66 registrations and life, variable life, health and disability licenses**Preferred Skills/Experience**- Strong knowledge of the financial services industry, specifically with investment advisory and brokerages services, internal policies, procedures, and all associated regulatory requirements- 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- Has a deep understanding of the Financial Advisor's business model, needs and key drivers as well as the sales process- Considerable knowledge of internal administrative, compliance and operational procedures- Strong communication, organization, problem-solving, prioritization, follow-up and relationship building skills***This role may be eligible for additional compensation through the Wealth Management Associate Monthly Incentive Sharing Program.***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 lawReview 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.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: $27.55 - $36.73U.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 3 days ago
Similar jobs that could be interesting for youBased on the WM Affluent Associate in Cupertino, CA vacancy
- U.S. Bank is seeking a WM Affluent Associate in Cupertino, CA to support Financial Advisors with sales, operational tasks, and client correspondence. Responsibilities include preparing investment proposals and assisting in business development. Applicants should have a...Suggested
- Job Description Job Description Are you ready to be part of a leading global engineering design house specializing in the design and development of embedded software/hardware, electronics, and electro-mechanics? What we’re looking for • Highly motivated and dynamic...Suggested
Syntronic R&D USA
Sunnyvale, CA23 days ago $55k
...Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in Minneapolis, MN and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and reconnects you with the heart of...SuggestedFull timePart timeFlexible hours2 days per weekLap of Love
Saratoga, CA5 hours ago$117.5k - $140k
...Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in San Mateo, CA and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and reconnects you with the heart of why...SuggestedFull timePart timeFlexible hours2 days per weekLap of Love
Saratoga, CAa month ago$235k
...They have personally led hundreds of financings and billions of dollars in transactions. This group is made up of Partners and Associates who came up through the premier Bay Area ECVC platforms and are now seeking entrepreneurial-minded attorneys to build something...SuggestedWorldwideLateral Link
Sunnyvale, CA3 days ago$100 per hour
About Turing Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems. Turing supports customers in two ways: first, by accelerating frontier ...Hourly payFreelanceRemote workFlexible hoursTuring
Sunnyvale, CA5 hours ago- Job Description Job Description Please note; this role is a hybrid position based in San Mateo! Clapp Moroney Vucinich Beeman and Scheley is a Civil Defense litigation firm with offices located in Pleasanton and San Mateo, California. They have practiced defense...
Clapp Moroney Vucinich Beeman and Scheley
Sunnyvale, CA17 days ago $26 per hour
...Behavioral Health Associate - PRN - Sunnyvale MBH Outpatient Center Sunnyvale - Sunnyvale, CA 94087 Overview Salary Range $26.00 - $26.00 Hourly Position Type On Call / Pool Education Level High School Diploma Description At Meadows Behavioral Health we...Hourly payReliefMeadows Behavioral Healthcare
Sunnyvale, CA3 days ago$260k - $390k
...Overview Whistler Partners is partnering with a premier emerging companies platform looking to add a corporate associate with 3–6 years of relevant experience. The group works at the center of the startup ecosystem, representing founders, emerging growth companies, and...Work at officeFlexible hoursWhistler Partners
Sunnyvale, CA1 day ago- .... No VC referral machine, no high-volume churn, and no “form factory” workflow. This is a standout opportunity for a corporate associate who wants sophisticated venture and strategic company-building work with real client access, meaningful ownership, and a fully remote...Remote work
Whistler Partners
Sunnyvale, CA1 day ago $19 - $26 per hour
Job Opportunity At DICK'S Sporting Goods At DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We...Hourly payMinimum wageDICK'S SPORTING GOODS INC
Sunnyvale, CA3 days ago- ...Job Description Job Description Job Title: Associate Veterinarian Location: San Jose, CA | Multiple Opportunities Across the U.S. Job Description: One of our veterinary partners is seeking a skilled Associate Veterinarian to join their team. This role...For contractorsRelocation package
Aeries Recruiting LLC
Sunnyvale, CA10 days ago $25.02 - $27.09 per hour
Apply for Job Job ID 85842 Location Silicon Valley Full/Part Time Full Time Add to Favorite Jobs JOB POSTING Our campus is located in Santa Clara, CA, the Heart of Silicon Valley. We like to say that it's here where the next generation of innovation is ...Full timePart timeFor contractorsLive inWork at officeVisa sponsorshipShift workAfternoon shiftUniversity of California, Santa Cruz
Sunnyvale, CA3 days ago- Job Description Job Description Our origins begin years ago as a LEGO® parts store on Bricklink out of a desire to support our LEGO® passion. Years later, we're one of the largest Bricklink and BrickOwl stores in Northern California. We're also the North American...Monday to FridayFlexible hoursShift work
Kingdom Brick Supply
Santa Clara, CA8 days ago - ...Are you a Senior Associate looking to make a lateral move to a Top Vault 10 firm in the Bay Area? Do you have 4+ years of experience in privacy and cybersecurity matters as a law firm associate, or a mix of in-house and law firm experience? Do you want to join a prestigious...
McClure Harrison, Inc.
Sunnyvale, CA3 days ago - ...Our client, a highly regarded international law firm, is seeking a Managing Associate to join its Employment Litigation team in Northern California. This is an excellent opportunity for a mid-level attorney who is ready to step into a more hands-on role, work closely...
Partners Legal Search
Sunnyvale, CA3 days ago $72k - $84k
Decisive Point is seeking recent university graduates for an entry-level recruiting role in Sunnyvale, California. You will participate in a unique recruiting academy and help build a generational software company. The ideal candidate will have a Bachelor's degree, strong...- A&B Family Therapy Professional Corporation Associate MFT/ASW/APCC Sunnyvale, CA·Part time Company website Apply for Associate MFT/ASW/APCC About A&B Family Therapy Professional Corporation We provide psychotherapy services for Individuals, Couples, Families, and Groups...Hourly payPart timePrivate practiceWork at officeMonday to FridayWeekend work
- OTO Development in Sunnyvale, California, is seeking a Housekeeping Team Associate to maintain cleanliness and organization within the property. Responsibilities include stocking supplies, reporting maintenance issues, and executing cleaning tasks effectively. Ideal candidates...
$18.5 - $31.5 per hour
Food/Consumables Team Associate WM Supercenter #2119 301 Ranch Dr Milpitas, CA 95035-5100 CP-2119-9019 $18.50 - $31.50/hr* Part time Shift may start between 8:00am - 11:00am Shift may start between 1:00pm - 4:00pm Role Summary Food and Consumable associates are focused...Hourly payMinimum wageFull timeTemporary workPart timeSeasonal workShift work$130k - $150k
Noble Machines is looking for a Sales Development Representative to drive engagement with key accounts in manufacturing and robotics sectors. You're expected to guide prospects towards understanding the transformative power of general-purpose robotics. The ideal candidate...- ...Home Team Associate WM Supercenter #2119 301 Ranch Dr Milpitas, CA 95035-5100 2 open positions CP-2119-9033 $18.50 - $31.50/hr* Part time Shift may start between 8:00am - 11:00am Shift may start between 1:00pm - 4:00pm Role Summary Home associates greet customers...Part timeShift work
$19 - $26 per hour
Join Our Team At DICK'S Sporting Goods At DICK'S Sporting Goods, we believe in how positively sports can change lives. On our team, everyone plays a critical role in creating confidence and excitement by personally equipping all athletes to achieve their dreams. We ...Hourly payMinimum wage$18.5 - $31.5 per hour
...Online Order Filling Team Associate WM Supercenter #5884 5095 Almaden Expy San Jose, CA 95118-2051 CP-5884-9038 $18.50 - $31.50/hr* Part time Shift may start between 8:00am - 11:00am Shift may start between 1:00pm - 4:00pm Role Summary Online Order Filling...Hourly payMinimum wageFull timeTemporary workPart timeShift workWeekend workAfternoon shift- ...artificial intelligence, software, data, digital infrastructure, pharmaceuticals, and emerging technologies. The team is seeking a senior associate in the Class of 2019 to 2021 based in Silicon Valley. Associates work directly with senior partners on high-profile, market-...Work at office
Sonder Consultants
Sunnyvale, CA3 days ago $230k - $250k
...Corporate Associate Attorney (ECVC / Startup Law) About the Company Grellas Shah LLP's corporate practice specializes in providing legal services to emerging tech and other ventures. Our practice focuses on critical life-cycle events such as formation, hiring, incentives...Remote workGRELLAS SHAH LLP
Sunnyvale, CA1 day ago$125k - $180k
...General Liability Associate Locations (California) San Francisco Hybrid Work Flexibility This role requires a minimum of two in-office days per week, with the flexibility to work remotely for the remainder of the week. Our robust infrastructure ensures...Work at officeRemote workFlexible hours2 days per weekManning Kass
Sunnyvale, CA3 days ago$22.38 per hour
General Laborer It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The pay rate or range for this position is: $22.38 per hour Job Summary Reporting to the...Hourly payWork experience placementWork at officeLocal areaShift workNight shiftDay shift- ...Lot Associate | Home Depot Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store....
- Be the First to Apply Focus on the core content of the job post. Remove all extra metadata from the top of the page. Delete hanging information like department, location, job_id, requisition_id, and others. Remove any extra mentions of description, job details, job ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to WM Affluent Associate. Be the first to apply!
Related searches
- call center associate Cupertino, CA
- mental health associate Cupertino, CA
- private equity associate Cupertino, CA
- purchasing associate Cupertino, CA
- utility associate Cupertino, CA
- associate Cupertino, CA
- delivery associate Cupertino, CA
- senior associate architect Cupertino, CA
- ecommerce associate Cupertino, CA
- care management associate Cupertino, CA