Senior Wealth Advisor & Growth Strategy

bellbank; BLOOMINGTON (MN); On-site; USD 110,000 - 170,000; Full time

Job summary

Bell Bank Wealth Management seeks a seasoned Wealth Advisor to deliver superb wealth management and financial planning services to clients and prospects. The role emphasizes business development and coordination with internal teams and external advisors.

You will gather client data, prepare comprehensive financial plans, present recommendations, and ensure high standards of confidentiality and compliance in a fast-paced, client-centered environment.

Qualifications

• BA degree and 5+ years serving high net worth clients.
• CFP designation preferred or pursuing CFP.
• Proficient with MS Office and wealth management software.

Responsibilities

• Develop and manage high-net-worth client relationships.
• Prepare financial plans and present recommendations.
• Coordinate with advisors and attorneys to deliver comprehensive services.
• Ensure compliance and confidentiality.

Skills

Wealth management

Financial planning

CFP

MS Office

Communication

Attention to detail

Education

BA degree

Tools

Wealth software

Job description

Bell Bank Wealth Management seeks a seasoned Wealth Advisor to deliver superb wealth management and financial planning services to clients and prospects. The role emphasizes business development and coordination with internal teams and external advisors.

You will gather client data, prepare comprehensive financial plans, present recommendations, and ensure high standards of confidentiality and compliance in a fast-paced, client-centered environment.