VP/Senior Wealth Advisor

Job description

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 enc...