VP/Senior Wealth Advisor

Bell Bank•Bloomington, MN

About The Position

This position serves as a Wealth Advisor in the Wealth Management Division, focusing on effectively managing and delivering superb wealth management and financial planning services to clients. The role emphasizes business development and comprehensive financial planning for both current clients and prospects. Collaboration is key, involving work with an internal team (Wealth Management Advisors, Wealth & Fiduciary Advisors, Bell Investments Wealth Advisors, Portfolio Managers, and Retirement Plan Consultants), clients, and external advisors such as attorneys and CPAs. The position also 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
Must maintain a high level of confidentiality
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.

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ designation preferred
Desire a career path affiliated with the CERTIFIED FINANCIAL PLANNER™ designation.

Responsibilities

Maintain and grow existing client relationships and lead in the development of new client relationships.
Manage the delivery of wealth management services to clients, including regular and proactive communication and consultation with the client’s other advisors.
Engage in community involvement and professional networking to foster strong relationships.
Gather financial information and prepare presentations for prospect and client meetings.
Collaborate with team members regarding client service needs and investment management.
Monitor client accounts for asset allocation and cash flow needs.
Prepare for, conduct, and follow up on client meetings, including pre-meeting activities (agendas, reports, data gathering, financial plans, recommendations) and post-meeting tasks (generating and executing action items).
Conduct research and analysis related to client financial goals.
Partner with the client service team to coordinate investment account servicing, follow through on recommendations, complete financial transactions, and provide information for performance reports.
Maintain a high level of compliance standards and adhere to the CFP Board’s Code of Ethics and Standards of Conduct.
Develop high-touch client relationships through comprehensive financial plans, monitoring project timelines, and collaborating with client advisory teams.
Monitor and follow up on the execution of transactions and completion of client projects.
Coordinate financial information with client fiduciaries, attorneys, CPAs, etc.
Perform additional back office, operational, and administrative tasks related to client relationship servicing.
Know by name and face as many customers and employees as possible, calling them by name as often as possible.
Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
Know, understand, and live the company values and bottom line.
Conduct activities consistent with established Bell Bank policies, procedures, and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act, and all applicable state and federal laws and regulations.
Ensure information security, including compliance with policies and standards that protect sensitive information.
Maintain prompt and reliable attendance.
Perform other duties as assigned.