VP/Senior Wealth Advisor

Bell Bank•Fargo, ND

59d

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
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.

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ designation preferred

Responsibilities

Maintaining and growing existing relationships and leading in the development of new client relationships.
Managing the delivery of wealth management services to the client, including regular and proactive communication and consultation with the client’s other advisors.
Community involvement and professional networking to foster strong relationships.
Gathering financial information and preparing presentations for prospect and client meetings.
Collaborating with team members regarding client service needs and investment management.
Monitoring client accounts regarding asset allocation and cash flow needs.
Preparing for, conducting, and following up on client meetings, including pre-meeting activities (agendas, reports, data gathering, financial plans, recommendations), leading/participating in meetings, and post-meeting tasks (action items, follow-up).
Conducting research and analysis with regard to client financial goals.
Coordinating the servicing of investment accounts, following through on recommendations, completing financial transactions, and providing information for performance reports.
Maintaining a high level of compliance standards at all times.
Adhering to the CFP Board’s new Code of Ethics and Standards of Conduct at all times.
Developing high touch client relationships through creating and presenting comprehensive financial plans, monitoring project timelines and collaborating with client advisory team.
Monitoring and following up on execution of transactions and completion of client projects.
Coordinating financial information with client fiduciaries, attorneys, CPAs, etc.
Performing additional tasks as needed including back office, operational, and administrative tasks related to the servicing of client relationships.
Knowing by name and face as many customers and employees as possible, calling them by name as often as possible.
Knowing and practicing LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
Knowing, understanding, and living the company values and bottom line.
Conducting 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.
Ensuring information security, including compliance with policies and standards which protect sensitive information.
Prompt and reliable attendance.
Performing other duties as assigned.