Wealth management affluent associate Job at U.S. Bank National Association (Walnut Creek)

New

Wealth management affluent associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Brea

Salary:

25.77 - 34.33 USD / Hour

U.S. Bank National Association

Expiration Date

March 27, 2026

Requirements

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

Job Responsibility

Provides sales, processing, operational, administrative and customer service support to Financial Advisors of U.S. Bancorp Investments
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

What we offer

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

Fulltime

New

Associate Wealth Banking Specialist

At Wells Fargo, we are looking for talented people who will put our customers at...

Location

United States , SAN DIEGO; LA JOLLA

Salary:

72000.00 - 109000.00 USD / Year

Wells Fargo

Expiration Date

February 26, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

!

New

WM Affluent Associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Plymouth

Salary:

24.18 - 32.21 USD / Hour

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

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

Job Responsibility

Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales
Performs administrative support duties to assist Investment Relationship Managers 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 Investment Relationship Managers 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

What we offer

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

Fulltime

!

New

WM Affluent Associate

At U.S. Bank, we’re on a journey to do our best. Helping the customers and busin...

Location

United States , Springfield

Salary:

22.50 - 30.00 USD / Hour

U.S. Bank National Association

Expiration Date

February 27, 2026

Requirements

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

Job Responsibility

Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales
Performs administrative support duties to assist Investment Relationship Managers 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 Investment Relationship Managers 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

What we offer

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

Fulltime

!

New

Advanced Practice Provider NP/PA

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Hamden

Salary:

46.03 - 99.14 USD / Hour

CVS Health

Expiration Date

March 18, 2026

Requirements

For Nurse Practitioners: Minimum one year of NP experience is preferred
however, qualified new graduate NPs will be considered
Active Family Nurse Practitioner (FNP) license in good standing
Ability to provide holistic, evidence‑based care including counseling around pregnancy prevention, STI prevention, and safer‑sex practices
Ability to order/administer vaccines and injections (COVID‑19, influenza, TB testing, Depo‑Provera, etc.)
Completion of DOT certification exam required within 30 days of employment
Bilingual proficiency may be required depending on market
Active Basic Life Support (BLS) certification (CPR/AED)
Ability to pass a respirator FIT test
For Physician Associates: Minimum one year of PA experience is preferred

Job Responsibility

Provide evidence‑based primary and family care, including assessment, diagnosis, treatment, management of acute and chronic conditions, health counseling, and disposition planning
Complete administrative duties such as inventory management, opening/closing the clinic, patient follow‑up, insurance verification, and payment collection
Manage patient appointments and perform routine examinations supporting strong health outcomes
Perform diagnostic testing, provide preventive counseling, treat injuries and illnesses, and coordinate care with other healthcare professionals
Promote patient engagement through screenings, wellness services, and chronic disease management

What we offer

Autonomy to run your own practice with dedicated collaborator and organizational support
Flexible scheduling
Strong work–life balance
Exceptional tools, training, and clinical resources
Evidence‑based guidelines and access to assessment and treatment planning tools
Ability to practice at the top of your clinical license with support from the clinical care team
Significant career growth and development opportunities
Charting and follow‑up completed during your scheduled shift—no work taken home
Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching

Fulltime

New

In-Home Nurse Practitioner or Physician Assistant

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Work at Home, Virginia

Salary:

41.85 - 90.13 USD / Hour

CVS Health

Expiration Date

December 31, 2026

Requirements

Active, unrestricted license(s) in coverage area(s)
Board certification
Multi-state licenses (preferred)

Job Responsibility

Provide In-Home Health Evaluations
Engage with people in their homes
Help bridge gaps in care
Build trusted relationships
Conduct health evaluations including medication and medical history review, physical evaluation, and additional diagnostic tests if ordered
Use an iPad and clinical workflow
Travel locally and within licensed states as needed
Conduct virtual visits as needed
Provide all Signify Health services including Diagnostic & Preventive Services products

What we offer

Select benefits
Malpractice insurance coverage (during Signify Health-related activities)
Supplies and other perks
Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave

Parttime

New

In-Home Physician

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Work at Home

Salary:

100.00 USD / Hour

CVS Health

Expiration Date

December 31, 2026

Requirements

Active, unrestricted license(s) in coverage area(s)
Multi-state licenses (preferred)

Job Responsibility

Provide In-Home Health Evaluations
Engage with people in the comfort of their own homes
Help bridge gaps in care
Build trusted relationships to make people healthier
Bring flexible, comprehensive and personalized health evaluations to people’s front doors
Conduct visits lasting about 45 minutes
Connect one-on-one and answer health questions
Perform medication and medical history review
Perform physical evaluation
Perform additional diagnostic tests if ordered (i.e., diabetic eye exams, spirometry, etc.)

What we offer

Select benefits (see benefits guide for details)
Malpractice insurance coverage (during Signify Health-related activities)
Supplies and other perks
Affordable medical plan options
401(k) plan (including matching company contributions)
Employee stock purchase plan
No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching
Paid time off
Flexible work schedules
Family leave

Parttime

New

In-home physician

We’re building a world of health around every individual — shaping a more connec...

Location

United States , Work at Home

Salary:

83.69 - 180.25 USD / Hour

CVS Health

Expiration Date

December 31, 2026

Requirements

Active, unrestricted license(s) in coverage area(s)
Multi-state licenses (preferred)

Job Responsibility

Provide In-Home Health Evaluations
Engage with people in their homes
Conduct visits lasting about 45 minutes
Perform medication and medical history review
Perform physical evaluation
Conduct additional diagnostic tests if ordered
Use an iPad and intuitive clinical workflow
Travel locally and within licensed states as needed
Conduct virtual visits as needed
Provide all Signify Health services including Diagnostic & Preventive Services products

What we offer

Select benefits
Malpractice insurance coverage
Supplies and other perks
Affordable medical plan options
401(k) plan with matching company contributions
Employee stock purchase plan
No-cost wellness screenings
No-cost tobacco cessation and weight management programs
No-cost confidential counseling and financial coaching
Paid time off

Parttime

Wealth management affluent associate

U.S. Bank National Association

Location:
United States , Walnut Creek

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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Wealth management affluent associate

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Location:United States , Walnut Creek

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:February 20, 2026

Expiration:February 27, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:
United States , Walnut Creek

Category:
Finance

Contract Type:
Not provided

Job Posted:
February 20, 2026

Expiration:
February 27, 2026