Wealth & Investment Relationships Associate

Us Bank; Fargo (ND); On-site; USD 2,755,000 - 3,359,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) plan

Paid vacation

Up to 11 paid holidays

Adoption assistance

Sick leave

Job summary

U.S. Bank is seeking a dedicated professional to support Investment Relationship Managers with sales, processing, and client service duties in a fast-paced environment.

You will prepare investment proposals, manage schedules, and help coordinate marketing initiatives while ensuring compliance with industry rules. Ideal candidates have 2–4 years in investment services, FINRA/SIE licensing where applicable, and strong analytical and communication skills.

Qualifications

• HS diploma or equivalent; bachelor's degree preferred.
• Two to four years of investment industry experience preferred.
• SIE at a minimum preferred; FINRA licenses may be required.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Assist in business development with prospects and existing clients; coordinate marketing initiatives.
• Support in maintaining client files and regulatory record-keeping requirements.

Skills

Regulatory compliance

Client relationship management

Sales experience

Analytical skills

Multitasking

Communication skills

Education

High school diploma or equivalent (Bachelor's degree preferred)

Tools

Microsoft Office

Job description

U.S. Bank is seeking a dedicated professional to support Investment Relationship Managers with sales, processing, and client service duties in a fast-paced environment.

You will prepare investment proposals, manage schedules, and help coordinate marketing initiatives while ensuring compliance with industry rules. Ideal candidates have 2–4 years in investment services, FINRA/SIE licensing where applicable, and strong analytical and communication skills.