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Bell Bank · 2 months ago

VP/Senior Wealth Advisor

Fargo, ND, 58103, United States

Full-time

Onsite

Mid, Senior Level

5+ years exp

Bell Bank is a financial institution that offers wealth management and financial planning services. The VP/Senior Wealth Advisor is responsible for managing client relationships and delivering comprehensive financial planning services while focusing on business development and collaboration with the internal team and external advisors.

BankingFinanceFinancial Services

Responsibilities

Bell Bank Wealth Management Advisors are responsible for maintaining and growing existing relationships and leading in the development of new client relationships

Duties include managing the delivery of wealth management services to the client. This will involve maintaining regular and proactive communication with the client, and working in consultation with the client’s other advisors

Community involvement and professional networking are encouraged and expected in order to foster strong relationships

Wealth Management Advisors have a broad and deep understanding of sophisticated financial planning and investment strategies

Gather financial information and prepare presentations for prospect and client meetings

Collaborate with team members regarding client service needs and investment management

Participate in the monitoring of client accounts regarding asset allocation and cash flow needs

Prepare for, conduct and follow up regarding client meetings, including:

Involvement in all aspects of pre-client meeting activities such as preparing meeting agendas, running reports, gathering client data, generating financial plans and making client recommendations

Leading and/or participating in client meetings to present our capabilities, financial plans and recommendations to clients and prospects

Involvement in all post-client meeting tasks such as generating and executing (where applicable) action items and following up until complete

Conduct research and analysis with regard to client financial goals

Partner with the client service team to coordinate the servicing of investment accounts, follow through on recommendations, the completion of financial transactions and the information needed for performance reports

Maintain a high level of compliance standards at all times

Adhere to the CFP Board’s new Code of Ethics and Standards of Conduct at all times

Develop high touch client relationships through creating and presenting comprehensive financial plans, monitoring project timelines and collaborating with client advisory team

Monitor and follow up on execution of transactions and completion of client projects

Coordinate financial information with client fiduciaries, attorneys, CPAs, etc

Perform additional tasks as needed including back office, operational, and administrative tasks related to the servicing of client relationships

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

All employees are responsible for information security, including compliance with policies and standards which protect sensitive information

Prompt and reliable attendance

Perform other duties as assigned

Qualification

Financial PlanningWealth ManagementClient Relationship ManagementCERTIFIED FINANCIAL PLANNER™Wealth Management SoftwareMicrosoft Office SuiteProblem SolvingAttention to DetailSelf-MotivatedTeamworkConfidentialityAdaptability

Required

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