Investment Sales Assistant

3 months ago

Fargo, United States Bremer Bank Full time

Why Work at Bremer?

Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We’re passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn about our customers’ goals, and innovate to solve their challenges, not only through financial resources but also deep knowledge, insights and ideas.

We expect, encourage and reward entrepreneurial thinking from our employees. We have a shared purpose of cultivating thriving communities, inspired by our founder, Otto Bremer, who spent his lifetime supporting the communities that his banks served in new and unexpected ways. That commitment to community and creative problem-solving contributes to Bremer’s culture.

If you want the next chapter in your story to be one where you make a real difference for our customers, communities and economies, we’re the bank to join. We foster diversity, equity and inclusion, building on the legacy of our immigrant founder. If you’re curious, enjoy collaborating, and start each day with the customer in mind, we invite you to join our team

Job Description

Bremer Investments is seeking an Investment Sales Assistant or Senior Investment Sales Assistant to join our team in the Fargo or Grand Forks area.

The Investment Sales Associate is responsible to assist Brokerage Sales Representatives by providing servicing and sales support that commonly includes greeting clients, handling/screening telephone calls, scheduling appointments and using various PC software packages such as word processing, spreadsheets, and graphics to generate reports, presentations and other correspondence. Other key responsibilities include opening/closing investment accounts at the direction of the Brokerage Sales Representatives, reviewing file documentation for compliance, working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, processing client service requests (address changes, statement copies, etc.); processing the movement of funds; consistent level of competence in following firm compliance procedures and file maintenance; issuing sales/marketing information to clients; and corresponding with the various fund groups or product vendors as required by the Brokerage Sales Representatives. Senior Investment Sales Assistants must have appropriate brokerage license and may act as a backup in taking and executing unsolicited orders directly from a client.

QUALIFICATIONS: 

Investment Sales Assistant (N66)
4 year degree and 2+ years related experience in customer service/ sales support/ investments related work (6+ years related experience in lieu of degree)

Senior Investment Sales Assistant (N67)
4 year degree and 5+ years related experience in customer service/ sales support/ investments related work (9+ years related experience in lieu of degree). Must be licensed (series 7 and/or 66) 

#LI-KB1

#LI-Post

Bremer Values & Benefits

Our Values

Collaboration: We work elbow-to-elbow with our customers, making a difference for them in good times and bad. We share our skills, knowledge and experience to support each other every day.

Commitment: We’re deeply invested in the places we live and work, and we’re always ready to do whatever it takes to help our neighbors and communities thrive and grow.

Creativity: Imagination and innovation are essential to helping our customers and Bremer succeed. If there’s a better way to do something, we’ll find it or create it.

Our Benefits

At Bremer, we are committed to supporting and growing the we call home. Our people understand that they represent our name and reputation in every conversation, and that they’re backed by an organization that values finding a better way to get things done. . Not just the 401(k), pension plan, healthcare, and vacation kind (we’ve got those), but the kind of everyday benefits that get you excited for what each day holds.

  • Investment Consultant Sales Specialist

    1 week ago

    Fargo, North Dakota, United States Collins and Krank Full time

    Company OverviewCollins and Krank is a specialized financial services firm located in a vibrant urban area, dedicated to providing customized financial planning solutions for individuals, families, and organizations. Our approach centers on understanding the distinct needs of each client, allowing us to deliver personalized investment strategies and...

  • Partnership Investment Analyst II

    1 week ago

    West Fargo, North Dakota, United States Doosan Bobcat Full time

    Position: Partnership Investment Analyst IICompany: Doosan Bobcat NAOverview:Doosan Bobcat Inc. stands as a leader in compact construction equipment, actively pursuing the development of innovative products, services, and business models that leverage emerging technologies. The company is focused on establishing collaborations and partnerships with startups...

  • Financial Advisor Sales Executive

    4 weeks ago

    Fargo, United States Collins and Krank Full time

    Company DescriptionCollins and Krank is a boutique financial services practice in downtown Fargo, ND, offering personalized financial planning solutions to individuals, families, and institutions. With a focus on understanding each client's unique circumstances, we deliver tailored investment strategies and exceptional service. Specializing in advice, wealth...

  • Financial Advisor Sales Executive

    1 month ago

    Fargo, United States Collins and Krank Full time

    Company DescriptionCollins and Krank is a boutique financial services practice in downtown Fargo, ND, offering personalized financial planning solutions to individuals, families, and institutions. With a focus on understanding each client's unique circumstances, we deliver tailored investment strategies and exceptional service. Specializing in advice, wealth...

  • Partnership Investment Analyst II

    1 week ago

    West Fargo, North Dakota, United States Doosan Bobcat Full time

    Position: Partnership Investment Analyst IICompany: Doosan Bobcat NALocation:West Fargo, ND, USJob OverviewDoosan Bobcat Inc., a leader in compact construction equipment, is dedicated to pioneering innovative products, services, and business models that leverage emerging technologies. The company is actively seeking to forge partnerships with startups and...

  • Investment & Partnership Analyst II

    3 months ago

    West Fargo, United States The Ladders Full time

    Last Updated Date: Jun 4, 2024 Location: West Fargo, ND, US, 58078 Company: Doosan Bobcat NA US Job Information Doosan Bobcat Inc, the global leader compact construction equipment, is embarking on creating new products, services, and businesses that can adapt new and emerging technologies. In order to accomplish this, Bobcat is looking to create...

  • Retirement Plan Sales Consultant

    3 weeks ago

    Fargo, United States Talent Software Services Full time

    Retirement Plan Sales Consultant Job Summary: Talent Software Services is in search of a Retirement Plan Sales Consultant for a direct placement position in Fargo, ND. Primary Responsibilities/Accountabilities:As the Retirement Plan Sales Consultant, you will develop a new Retirement Plan Services business with existing client customers and prospects by...

  • Retirement Solutions Sales Specialist

    1 week ago

    Fargo, North Dakota, United States Talent Software Services, Inc. Full time

    Retirement Plan Sales ConsultantPosition Overview: Talent Software Services, Inc. is seeking a Retirement Plan Sales Consultant for a direct placement opportunity.Key Responsibilities:In this role, you will cultivate a new Retirement Plan Services business by establishing rapport with current clients and potential customers, assessing their needs, and...

  • Retirement Plan Sales Specialist

    1 week ago

    Fargo, North Dakota, United States Talent Software Services, Inc. Full time

    Retirement Plan Sales ConsultantPosition Overview: Talent Software Services, Inc. is seeking a Retirement Plan Sales Consultant for a direct placement opportunity.Key Responsibilities:As a Retirement Plan Sales Consultant, your primary role will be to cultivate a new Retirement Plan Services division by engaging with current clients and potential prospects,...

  • Retirement Plan Sales Consultant

    4 weeks ago

    Fargo, United States Talent Software Services, Inc. Full time

    Retirement Plan Sales ConsultantJob Summary: Talent Software Services is in search of a Retirement Plan Sales Consultant for a direct placement position in Fargo, ND.Primary Responsibilities/Accountabilities: As the Retirement Plan Sales Consultant, you will develop a new Retirement Plan Services business with existing client customers and prospects by...

  • Retirement Plan Sales Consultant

    2 weeks ago

    Fargo, United States TALENT Software Services Full time

    Are you an experienced Retirement Plan Sales Consultant with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Retirement Plan Sales Consultant to work in Fargo, ND.Primary Responsibilities/Accountabilities:As the Retirement Plan Sales Consultant, you will develop a new Retirement Plan...

  • Retirement Plan Sales Consultant

    7 days ago

    Fargo, United States Talent Software Services, Inc. Full time

    Retirement Plan Sales Consultant Job Summary: Talent Software Services is in search of a Retirement Plan Sales Consultant for a direct placement position in Fargo, ND. Primary Responsibilities/Accountabilities: As the Retirement Plan Sales Consultant, you will develop a new Retirement Plan Services business with existing client customers and prospects by...

  • Retirement Plan Sales Specialist

    1 week ago

    Fargo, North Dakota, United States Talent Software Services, Inc. Full time

    Retirement Plan Sales ConsultantPosition Overview: Talent Software Services, Inc. is seeking a skilled Retirement Plan Sales Consultant for a direct placement opportunity.Key Responsibilities:In this role, you will cultivate a new business segment within Retirement Plan Services by establishing rapport with current clients and potential prospects, assessing...

  • Retirement Plan Sales Consultant

    3 weeks ago

    Fargo, United States C4 Technical Services Full time

    Job DescriptionJob DescriptionRetirement Plan Sales Consultant Direct HireLocation: Preference would be Fargo but open to other locations: Metro, St. Cloud North and ND)As the Retirement Plan Sales Consultant, you will develop new Retirement Plan Services business with existing bank customers and prospects by building relationships, understanding needs,...

  • Retirement Solutions Sales Specialist

    3 days ago

    Fargo, North Dakota, United States C4 Technical Services Full time

    Job OverviewPosition: Retirement Solutions Sales SpecialistEmployment Type: Direct HireAs a Retirement Solutions Sales Specialist, your primary responsibility will be to cultivate new business opportunities within the Retirement Plan Services sector by leveraging existing relationships with bank clients and prospective customers. Your role will involve...

  • Distributor Sales Executive

    1 month ago

    Fargo, United States Molson Coors Full time

    Requisition ID: 31958  A Career in Beer and Beyond:Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life’s moments.  We’ve been brewing iconic brands for over 350 years and are now proud to be offering a modern portfolio that expands beyond the beer aisle.     We are Talent...

  • Distributor Sales Executive

    1 month ago

    Fargo, United States Molson Coors Full time

    Requisition ID: 31958    A Career in Beer and Beyond: Our purpose at Molson Coors Beverage Company is to brew beverages that unite people to celebrate all life’s moments.  We’ve been brewing iconic brands for over 350 years and are now proud to be offering a modern portfolio that expands beyond the beer aisle.       We are...

  • Savers / Value Village Careers - Sales Floor Associate

    3 months ago

    Fargo, United States Savers Thrifts Stores Full time

    Description Job Title: Sales Floor Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...

  • PT Sales Associate

    1 month ago

    Fargo, United States The Lovesac Company Full time

    Job Details Job Location Best Buy Fargo - Fargo, ND Position Type Part Time Education Level High School Salary Range $15.00 - $15.45 Hourly Travel Percentage Negligible Job Shift Any Job Category Sales Description We LOVE that you are interested in learning more about this role and what makes Lovesac unique! WHO we are? Here at Lovesac, our Lovesac Family...

  • Outside Sales

    1 week ago

    Fargo, United States O'Day Equipment Full time

    Job DescriptionJob DescriptionWork Location: FargoTerritory Typ – Montana, Wyoming, South Dakota, Northern Nebraska, Northern Iowa, Wisconsin, Minnesota, UP Michigan, Northern IllinoisDivision/Department: Tank & SteelEssential Duties and Responsibilities: Establish short and long range sales objectives, and establish programs and procedures within the...