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Wealth Management Associate: Advisor Ops & Support
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-08
Listing for:
Us Bank
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
U.S. Bank seeks a skilled Sales and Customer Service Associate to support Financial Advisors in Walnut Creek. The role involves administrative duties, client relationship management, and facilitating business development initiatives.
Preferred candidates will have experience in the investment industry, customer service skills, and necessary financial licenses. A comprehensive benefits package, including healthcare and retirement options, is offered.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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