VP/Senior Wealth Advisor

Bell Bank•Fargo, ND

61d

About The Position

This position serves as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position focuses on business development and comprehensive financial planning for Wealth Management clients and prospects. This position works in conjunction with the internal team (Wealth Management Advisors, Wealth & Fiduciary Advisors, Bell Investments Wealth Advisors, Portfolio Managers, and Retirement Plan Consultants) as well as clients and external outside advisors such as attorneys and CPAs. This position assists and collaborates with Wealth Management Advisors in financial planning and account management.

Requirements

B. A. and minimum of 5 years’ experience in serving high net worth and/or institutional clients
Experience with sophisticated financial planning techniques and wealth management software
Highly proactive with attention to detail, dependable, and extremely organized
Extensive knowledge of Microsoft Office Suite (Word, Excel, Access, PowerPoint)
Excellent problem solving, math and analytical skills
Ability to communicate professionally with others in a constantly changing work environment
Self-motivated, detail and quality oriented
Due to the nature of this position, must maintain a high level of confidentiality
Desire a career path affiliated with the CERTIFIED FINANCIAL PLANNER™ designation. Candidates will have attained the CFP® designation, be working to satisfy the CFP® requirements, or agree to enroll in a CFP® program.
A “can do” attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is needed to provide best in class client service.
A thirst for learning and knowledge, with the willingness and desire for career growth in a rapidly expanding wealth management firm.