Wealth Management Affluent Associate
About the job
- A high school diploma or equivalent is required.
- FINRA SIE and Series 6 or 7 and 63 registrations, along with life, variable life, health, and disability insurance licenses, are required for eligibility for business incentives.
- Ability to contact and profile existing clients, leads, and prospects.
- 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 for day-to-day relationship management with internal and external clients and partners.
- Proficiency with Microsoft Office applications and ability to quickly adapt to proprietary software.
- Provide sales, processing, operational, administrative, and customer-service support to Investment Relationship Managers of U.S. Bancorp Investment Sales.
- Make and track appointments.
- Prepare investment proposals, reviews, and routine correspondence.
- Organize paper flow in adherence to the firm's record-keeping requirements.
- Maintain client files and supplies.
- Answer phones and open and disseminate mail.
- Assist in business development at the direction of the Investment Relationship Managers.
- Meet with existing or new prospects.
- Contact the existing client base to review current relationships.
- Plan and coordinate marketing campaigns and business-development seminars.
- Meet with internal departments to discuss joint business initiatives.
- A bachelor's degree is preferred.
- Two to four years of investment industry experience is preferred.
- Experience with the policies, processes, and procedures of the brokerage industry, FINRA, SEC regulatory standards, and other applicable regulatory bodies.
- Prior sales and service experience relating to brokerage and investment advisory business is preferred.
- Understanding of operations, policies, procedures, regulations, and compliance requirements.
About the company
U.S. Bank provides a wide range of banking and financial services for individuals, small businesses, and large corporations, including checking, savings, loans, mortgages, and investment advisory. Its products run through a network of physical branches and digital tools like a mobile app, enabling customers to open accounts, transfer funds, apply for loans, invest, and receive guidance. Revenue comes mainly from interest on loans, service fees, and advisory fees. The bank differentiates itself with a broad product lineup, accessibility, and inclusion, aiming to make banking easier and more accessible for people across the United States.
Company Size
10,001+
Company Stage
IPO
Headquarters
Minneapolis, Minnesota
Founded
1863
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Simplify's Take
What believers are saying
- Second-quarter 2026 deposits grew 2.4%, with record consumer deposits again.
- July 16, 2026 results showed 400 basis points of positive operating leverage.
- August 31, 2026 expansion added 50-plus bankers across Florida, Georgia, Texas, Arizona.
What critics are saying
- USBDC stays an institutional pilot; no client rollout or commercial timeline exists.
- May 20, 2026 OCC action exposed employee embezzlement, signaling internal-control weaknesses.
- A 401(k) ERISA settlement and foreclosure litigation keep legal costs and reputational drag alive.
What makes U.S. Bank unique
- U.S. Bank launched USBDC stablecoin on September 9, 2026, on Stellar.
- Keynova ranked U.S. Bank first for mobile banking in March 2026.
- U.S. Bank expanded specialized payments teams and industry banking into new states.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
Paid Vacation
Paid Holidays
Adoption Assistance
Paid Sick Leave
Company News
Verra Mobility has partnered with U.S. Bank to integrate toll management services into the Voyager fleet payment platform. The solution enables U.S. Bank Voyager customers to automatically pay and record tolls across participating US toll roads, aiming to simplify payments and reduce administrative burden for fleet operators. The integration leverages Verra Mobility's toll processing platform, which handles over 300 million transactions annually across 7 million fleet vehicles. Fleet managers can now access toll payment services alongside existing Voyager offerings like fuel, EV charging, and maintenance through a single bill and reporting portal. The service addresses growing complexity as toll roads expand across the United States, helping fleets manage charges and violations across multiple tolling authorities whilst maintaining compliance. The solution is now available to all U.S. Bank Voyager customers.
Stepan Company has secured a new $500 million five-year credit agreement, replacing its previous $450 million facility and boosting liquidity by $50 million. The specialty chemicals maker announced the deal on 25 September 2026. The new package comprises a $350 million multicurrency revolving credit facility and a $150 million delayed draw term loan, both maturing in September 2031. An expansion option allows Stepan to increase total capacity to $750 million if needed. Interest rates are tied to the company's net leverage ratio, with spreads ranging from 1.125% to 1.625% above benchmark rates. JPMorgan Chase Bank serves as administrative agent, with Bank of America as syndication agent. The agreement includes standard financial covenants and will finance working capital, acquisitions, capital expenditure, and general corporate purposes.
U.S. Bank has appointed Calvert Lange as senior vice president and sales group head for payments across technology, transportation, consumer, and hospitality sectors within its Institutional Client Group. Lange brings nearly two decades of payments and treasury management experience to the role. Her team will deliver payment and treasury solutions to companies in these key sectors. Before joining U.S. Bank, Lange led Citi's Payments & Liquidity Product Sales group, advising Fortune 500 and multinational companies. She also held leadership positions at Citi's commercial cards business and spent three years with Deutsche Bank's Global Transaction Banking division. U.S. Bank is the fifth-largest commercial bank in the United States, serving 15 million clients globally with nearly 70,000 employees.
On September 9, 2026, Principal Financial Group, Inc. , Principal Financial Services, Inc., a wholly-owned subsidiary of the Company , and Principal Life Insurance Company, a wholly-owned subsidiary...
U.S. Bank has expanded its support for manufacturing businesses through specialised expertise and tailored financial solutions. The bank appointed Suzanne Widing as business banking industry specialist in 2026 and began requiring specialised training for relationship managers in 2025. The initiative targets businesses with up to $50 million in annual revenues. Services include equipment financing through Manufacturing Vendor Services, fraud prevention education, foreign exchange consulting, and enhanced SBA lending programmes with fee waivers and expanded eligibility. U.S. Bank will showcase its manufacturing focus at the International Manufacturing Technology Show in Chicago from 14-19 September and at Fabtech in Las Vegas in October. The bank also plans manufacturing-focused client events in Cleveland, Minneapolis, and Phoenix. This expansion follows U.S. Bank's 2023 initiative serving medical, dental, and veterinary practitioners, with additional industry-specific services planned.