Elavon Inc.
Wealth Management Client Associate
Spokane Valley, WA
Sponsorship not specified$20k-$26kDetected 4 hours ago
Business DevelopmentExcelCustomer SupportCommunicationOrganizational SkillsMicrosoft Office
> stay_score
odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level I)39
Fits your clock70
Thin sponsorship signal and lottery-bound (~15% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- 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.
Responsibilities
- Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Advisors.
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
- Proven understanding of operations, policies, procedures, regulations and compliance requirements
- Ability to handle multiple assignments simultaneously and work with deadlines while maintaining accuracy
- 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.
Nice to have
- High school diploma or equivalent (Bachelor's degree preferred)
- Two to four years of investment industry experience preferred
- SIE at a minimum preferred
- Preferred Skills/Experience
- Prior sales and service experience relating to Brokerage and Investment Advisory business is preferred
Compensation
- Paid vacation (from two to five weeks depending on salary grade and tenure)
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
- 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.
Company info
- At U.S. Bank, we're on a journey to do our best.
Equal opportunity
- equal opportunity employer.
Visa & Work Authorization
- Citizenship and Immigration Services
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This listing is sourced directly from Elavon Inc.'s careers page and normalized into a canonical job model.