VP, Wealth Management & Financial Planning Leader

bellbank; North Dakota; On-site; USD 90,000 - 150,000; Full time

Job summary

Bell Bank seeks a Wealth Advisor in Wealth Management to deliver superb wealth planning services and drive business development. The role collaborates with internal teams and external advisors to provide comprehensive financial planning and account management for high net worth clients.

You will gather client data, prepare financial plans, present recommendations in client meetings, and ensure timely follow-up while maintaining compliance and confidentiality.

Qualifications

• BA degree and minimum of 5 years' experience serving high net worth and/or institutional clients.
• Experience with sophisticated financial planning techniques and wealth management software.
• CFP designation preferred.
• Highly proactive with attention to detail, dependable, and organized.
• Excellent problem solving, math and analytical skills.
• Ability to communicate professionally in a changing work environment.
• Desire a CFP pathway; CFP designation or enrollment may be pursued.

Responsibilities

• Develop and maintain client relationships through wealth management services.
• Gather client data and prepare comprehensive financial plans for meetings.
• Collaborate with team on client service needs and investment management.
• Lead client meetings to present capabilities, plans and recommendations.
• Coordinate servicing of investment accounts and follow up on action items.
• Maintain high compliance standards and adhere to ethical codes.

Skills

High net worth client service

Sophisticated financial planning

Wealth management software

Attention to detail

Problem solving & analytical

Professional communication

CFP pathway interest

Education

B.A. degree

CFP designation preferred

Tools

Wealth management software

Microsoft Office Suite

Job description

Bell Bank seeks a Wealth Advisor in Wealth Management to deliver superb wealth planning services and drive business development. The role collaborates with internal teams and external advisors to provide comprehensive financial planning and account management for high net worth clients.

You will gather client data, prepare financial plans, present recommendations in client meetings, and ensure timely follow-up while maintaining compliance and confidentiality.