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Job description
This position to serve 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.
nPrimary Duties:
nBusiness Development
nnBell Bank Wealth Management Advisors are responsible for maintaining and growing existing relationships and leading in the development of new client relationships.
nDuties 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.
nCommunity involvement and professional networking are encouraged and expected in order to foster strong relationships.
nWealth Management Advisors have a broad and deep understanding of sophisticated financial planning and investment strategies.
n nnFinancial Planning
nnGather financial information and prepare presentations for prospect and client meetings.
nCollaborate with team members regarding client service needs and investment management.
nParticipate in the monitoring of client accounts regarding asset allocation and cash flow needs.
nPrepare for, conduct and follow up regarding client meetings, including:
nInvolvement 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.
nLeading and/or participating in client meetings to present our capabilities, financial plans and recommendations to clients and prospects.
nInvolvement in all post-client meeting tasks such as generating and executing (where applicable) action items and following up until complete.
nConduct research and analysis with regard to client financial goals.
nPartner 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.
nMaintain a high level of compliance standards at all times.
nAdhere to the CFP Board’s new Code of Ethics and Standards of Conduct at all times.
n nnClient Relationships
nnDevelop high touch client relationships through creating and presenting comprehensive financial plans, monitoring project timelines and collaborating with client advisory team.
nMonitor and follow up on execution of transactions and completion of client projects.
nCoordinate financial information with client fiduciaries, attorneys, CPAs, etc.
nPerform additional tasks as needed including back office, operational, and administrative tasks related to the servicing of client relationships.
n nnBell Bank Standards
nnKnow by name and face as many customers and employees as possible, calling them by name as often as possible.
nKnow and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
nKnow, understand, and live the company values and bottom line.
nConduct 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.
nAll employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
nPrompt and reliable attendance.
nPerform other duties as assigned.
n nJob Skills Required:
nnB.A. and minimum of 5 years’ experience in serving high net worth and/or institutional clients
nExperience with sophisticated financial planning techniques and wealth management software
nCERTIFIED FINANCIAL PLANNER™ designation preferred
nHighly proactive with attention to detail, dependable, and extremely organized
nExtensive knowledge of Microsoft Office Suite (Word, Excel, Access, PowerPoint)
nExcellent problem solving, math and analytical skills
nAbility to communicate professionally with others in a constantly changing work environment
nSelf-motivated, detail and quality oriented
nDue to the nature of this position, must maintain a high level of confidentiality
nDesire 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.
nA “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.
nA thirst for learning and knowledge, with the willingness and desire for career growth in a rapidly expanding wealth management firm.
n
Worksite address
minneapolis, MN, 55400, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.