VP/Senior Wealth Advisor

Bell Bank•Fargo, ND

About The Position

This position serves as a Wealth Advisor in the Wealth Management Division, managing the delivery of wealth management and financial planning services to clients. It focuses on business development and comprehensive financial planning for Wealth Management clients and prospects. The role works with internal Wealth Management and investment teams, clients, and outside advisors such as attorneys and CPAs, and assists Wealth Management Advisors with financial planning and account management. The role includes maintaining and growing existing client relationships, developing new relationships, and coordinating client service. It involves preparing for and conducting client meetings, developing financial plans and recommendations, monitoring accounts, researching client goals, coordinating investment account servicing and transactions, and following through on client projects. The advisor is expected to maintain strong compliance and confidentiality standards and to follow Bell Bank policies, values, and customer service standards.

Requirements

Bachelor of Arts degree.
At least 5 years of experience serving high-net-worth and/or institutional clients.
Experience with sophisticated financial planning techniques and wealth management software.
Highly proactive, detail-oriented, dependable, and extremely organized.
Extensive knowledge of Microsoft Office Suite, including Word, Excel, Access, and PowerPoint.
Excellent problem-solving, mathematical, and analytical skills.
Ability to communicate professionally in a constantly changing work environment.
Self-motivated, detail-oriented, and quality-oriented.
Ability to maintain a high level of confidentiality.
Candidates must have attained the CFP® designation, be working to satisfy CFP® requirements, or agree to enroll in a CFP® program.
A can-do attitude and ability to work well in a team, take ownership of tasks and deliverables, and adapt flexibly to provide strong client service.
Willingness and desire to learn and pursue career growth in a rapidly expanding wealth management firm.

Nice To Haves

CERTIFIED FINANCIAL PLANNER™ designation preferred.

Responsibilities

Maintain and grow existing client relationships and lead development of new client relationships.
Manage delivery of wealth management services through regular, proactive client communication and consultation with clients’ other advisors.
Build relationships through community involvement and professional networking.
Gather financial information and prepare presentations for prospect and client meetings.
Collaborate with team members regarding client service needs and investment management.
Participate in monitoring client accounts for asset allocation and cash flow needs.
Prepare for client meetings by developing agendas, running reports, gathering client data, generating financial plans, and preparing recommendations.
Lead or participate in client meetings to present the firm’s capabilities, financial plans, and recommendations.
Generate, execute where applicable, and follow up on post-meeting action items until complete.
Conduct research and analysis related to client financial goals.
Coordinate with the client service team on investment account servicing, recommendations, financial transactions, and information for performance reports.
Maintain compliance standards and adhere to the CFP Board’s Code of Ethics and Standards of Conduct.
Develop high-touch client relationships by creating and presenting comprehensive financial plans, monitoring project timelines, and collaborating with client advisory teams.
Monitor and follow up on transactions and completion of client projects.
Coordinate financial information with client fiduciaries, attorneys, CPAs, and other advisors.
Perform back-office, operational, administrative, and other tasks related to servicing client relationships as needed.
Follow Bell Bank policies, procedures, systems, employee conduct policies, the Bank Secrecy Act, and applicable state and federal laws and regulations.
Protect sensitive information and comply with information security policies and standards.
Know and practice Bell Bank’s Golden Rules and customer service standards, and live the company values.
Maintain prompt and reliable attendance and perform other duties as assigned.