Bremer Wealth is seeking a Wealth Advisor to join our team in the Marshall, Willmar or Redwood Falls communities.
The Wealth Advisor is responsible to administer a portfolio of agency, IRA, trust and estate accounts. Expands service to existing clients and markets new products. Manages the set-up, implementation and administration of trusts and estates. Coordinates client service activities with other areas of the organization. Counsels clients on financial matters such as, but not limited to, asset allocation, wealth management, retirement planning, education funding, estate planning, tax strategies, investment planning, executive planning and business succession planning. Works with a large degree of independence, but requires management oversight on most complicated issues/situations. May have primary responsibilities for a given client or in a given product. Increasingly assumes responsibility for independently handling complex transactions. Provides insight and ideas for enhance client relationships. Has assumed important business development or product/relationship management responsibilities and his/her own clients.
A combination of education and experience generally attained with a bachelor's degree and minimum of 3 years related experience. Advanced degrees or certifications are preferred, specifically: CFP, CTFA, CPA, JD
Personal Leadership: Model Bremer values in all interactions; communicate clearly, honestly and with authenticity; identify and respect style differences in others and be willing to adapt; read and respond appropriately to individuals and/or situations; enhance and maintain robust relationships within and outside the organization; be accountable and demonstrate credibility and follow through on commitments; and build self-awareness by continually seeking feedback from others.
Thought Leadership: Use holistic approach when problem solving and decision making; proactively seek diverse perspectives to develop synergetic solutions; promote engagement and empowerment; translate complex concepts and challenges into tasks and activities that are quick and easy to achieve; use authority appropriately and acknowledge the contributions of others.
Team Leadership: Lead strategically with rigor around communicating the what and why behind decisions; demonstrate transparency, honesty and courage to earn a reputation as an authentic leader; communicate a vision and engage team in achieving that vision; drive dedication to serve and promote the client intimacy model; clearly communicate and hold employees to performance expectations providing clear and timely feedback and holding all employees accountable; build high performing teams through engagement and accountability; delegate and draw on others knowledge and expertise; commit to coaching and developing team and next generation of leaders by taking an enterprise point of view.
Results Leadership: Prioritize strategically by organizing resources, time and people to achieve key goals and objectives; act with a sense of urgency, proactively address critical concerns, work quickly to get things done; lead change effectively; demonstrate knowledge skill and abilities while demonstrating operational excellence; deliver consistent results.
Equal Employment Opportunity
Bremer is an Equal Employment Opportunity Employer M/F/Disability/Veteran
* All Interested applicants must complete an application for employment which can be found on our website https://www.bremer.com/careers