Wealth Management Associate: Client Advisory & Growth

U.S. Bank; Grand Forks (ND); On-site; USD 57,308,000 - 69,891,000; Full time

Benefits offered by this job

Healthcare

401(k) plan

Paid vacation

Paid holidays

Parental leave

Job summary

U.S. Bank in Grand Forks, ND, seeks an Investment Relationship Support professional to assist Investment Relationship Managers with sales, proposals, and client service.

You will help manage appointments, prepare investment materials, and organize paper flow to meet record-keeping requirements. The role involves supporting business development, meeting prospects, coordinating campaigns, and collaborating with internal teams.

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 insurance licenses required for eligibility for business incentives.

Responsibilities

• Provide sales, processing, operational, administrative and customer service support to Investment Relationship Managers.
• Prepare investment proposals and routine correspondence; organize paper flow for record-keeping.
• Assist in business development: meeting with prospects, contacting client base, coordinating campaigns and cross-department collaboration.

Skills

Communication skills

Relationship management

Attention to detail

Multitasking

Microsoft Office

Financial industry knowledge

Education

Bachelor's degree preferred

FINRA licenses (SIE, Series 6/7, 63)

Tools

Microsoft Office

Job description

U.S. Bank in Grand Forks, ND, seeks an Investment Relationship Support professional to assist Investment Relationship Managers with sales, proposals, and client service.

You will help manage appointments, prepare investment materials, and organize paper flow to meet record-keeping requirements. The role involves supporting business development, meeting prospects, coordinating campaigns, and collaborating with internal teams.