Wealth Management Advisor for Affluent Clients

U.S. Bank; Fargo, Northern (ND, KY); Hybrid; USD 57,308,000 - 69,858,000; 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 Wealth Management is seeking an Affluent Associate in Fargo, ND to assist Investment Relationship Managers with sales support, client prospecting, and administrative duties. The role emphasizes regulatory compliance and accurate client servicing.

The position offers opportunities to participate in business development initiatives, coordinate marketing efforts, and engage with internal partners to grow client relationships. Experience in brokerage operations is preferred.

Qualifications

• High school diploma or equivalent; bachelor's degree preferred.
• 2–4 years of investment industry experience preferred.
• FINRA SIE, Series 6 or 7, 63 registrations and life, variable life, health and disability licenses preferred.

Responsibilities

• Provide sales, processing, and customer service support to Investment Relationship Managers.
• Prepare investment proposals and organize client files.
• Manage scheduling, calls, and routine correspondence; organize mail and paper flow.

Skills

Brokerage regulatory knowledge

Client profiling

Brokerage sales experience

Analytical skills

Communication skills

MS Office proficiency

Education

High school diploma or equivalent

Bachelor’s degree preferred

Tools

FINRA/SEC licenses

Microsoft Office

Job description

U.S. Bank Wealth Management is seeking an Affluent Associate in Fargo, ND to assist Investment Relationship Managers with sales support, client prospecting, and administrative duties. The role emphasizes regulatory compliance and accurate client servicing.

The position offers opportunities to participate in business development initiatives, coordinate marketing efforts, and engage with internal partners to grow client relationships. Experience in brokerage operations is preferred.