This position serves 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.
Primary Duties:Business Development
- 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.
Financial Planning
- 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.
Client Relationships
- 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.
Bell Bank Standards- 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.
Job Skills 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
- CERTIFIED FINANCIAL PLANNER™ designation preferred
- 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.
