Affluent Investment Associate — Wealth Advisory

U.S. Bank; Fargo (ND); On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and retirement plan

Paid vacation

11 paid holidays

Job summary

U.S. Bank is seeking support staff to assist Investment Relationship Managers with sales, processing and client management. You will handle appointments, prepare investment proposals, and organize documentation while supporting business development efforts.

The role emphasizes regulatory compliance, client profiling and effective communication across internal and external partners. A Bachelor’s degree is preferred and FINRA licenses may be required depending on role scope.

Qualifications

• Experience with brokerage industry regulatory standards and compliance is preferred.
• Ability to profile existing clients, leads and prospects.
• Strong communication and organizational skills for day-to-day relationship management.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development, meetings with prospects, and planning marketing campaigns.

Skills

Regulatory compliance

Client profiling

Sales experience

Communication skills

Education

Bachelor’s degree preferred

Job description

U.S. Bank is seeking support staff to assist Investment Relationship Managers with sales, processing and client management. You will handle appointments, prepare investment proposals, and organize documentation while supporting business development efforts.

The role emphasizes regulatory compliance, client profiling and effective communication across internal and external partners. A Bachelor’s degree is preferred and FINRA licenses may be required depending on role scope.