Affluent Wealth Management Associate

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

Benefits offered by this job

Healthcare

Life insurance

Disability insurance

Parental leave

401(k)

Paid vacation

Paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a detail-oriented support specialist to assist Investment Relationship Managers with administrative duties, scheduling, and client file maintenance. You will help prepare investment materials and coordinate communications with clients and partners.

The role supports business development efforts, maintains strict compliance with FINRA/SEC standards, and requires proficiency with Microsoft Office. Strong organizational and communication skills are essential.

Qualifications

• High school diploma or equivalent required; bachelor’s degree preferred.
• Two to four years of investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 licenses and life/health/variable life licenses required or preferred.

Responsibilities

• Make and track appointments for Investment Relationship Managers.
• Prepare investment proposals, reviews and routine correspondence.
• Organize paper flow per firm record-keeping requirements.
• Maintain client files and supplies; answer phones and process mail.
• Assist in business development and marketing initiatives.

Skills

Regulatory compliance knowledge

Client relationship management

Microsoft Office proficiency

Strong analytical skills

Multi-tasking

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office

Job description

U.S. Bank is seeking a detail-oriented support specialist to assist Investment Relationship Managers with administrative duties, scheduling, and client file maintenance. You will help prepare investment materials and coordinate communications with clients and partners.

The role supports business development efforts, maintains strict compliance with FINRA/SEC standards, and requires proficiency with Microsoft Office. Strong organizational and communication skills are essential.