Affluent Wealth Advisory Associate

U.S. Bank; Stillwater (MN); On-site; USD 29,000 - 39,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability

Parental leave

401(k)

Vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank in Minnesota is seeking an Investment Relationships Support Specialist to provide sales, processing, and administrative support to Investment Relationship Managers.

You will prepare investment proposals, manage client files, schedule meetings, and help coordinate business development initiatives with internal teams. Ideal candidates have a high school diploma (Bachelor's preferred), 2–4 years in the investment industry, and FINRA SIE plus Series 6/7 licenses.

Qualifications

• Bachelor's degree preferred; investment industry experience ideal.
• FINRA SIE, Series 6/7 and life/health licenses required or highly preferred.
• Experience with brokerage industry policies and regulatory standards is expected.

Responsibilities

• Provide sales, processing, and administrative support to Investment Relationship Managers.
• Schedule appointments, prepare investment proposals, and maintain client files.
• Assist in business development and coordinate campaigns with internal departments.
• Answer phones and manage routine correspondence per firm requirements.

Skills

Regulatory compliance

Client profiling

Sales experience

Operations understanding

Analytical skills

Multitasking

Communication skills

MS Office

Education

Bachelor's degree preferred

FINRA SIE license

Series 6/7 licenses

Tools

Proprietary software

Job description

U.S. Bank in Minnesota is seeking an Investment Relationships Support Specialist to provide sales, processing, and administrative support to Investment Relationship Managers.

You will prepare investment proposals, manage client files, schedule meetings, and help coordinate business development initiatives with internal teams. Ideal candidates have a high school diploma (Bachelor's preferred), 2–4 years in the investment industry, and FINRA SIE plus Series 6/7 licenses.