Home
/
Comprehensive
/
Wealth Advisor or Sr. Wealth Advisor
Wealth Advisor or Sr. Wealth Advisor-May 2024
Eau Claire
May 22, 2025
About Wealth Advisor or Sr. Wealth Advisor

  JOB REQUIREMENTS: Why Work at Bremer? Are we a bank? Absolutely. Butwhen it comes to careers, you\'ll find that there\'s a lot more to ourbusiness than you might expect. We\'re passionate about helpingcustomers throughout Minnesota, Wisconsin and North Dakota succeed andgrow. Our commitment to authentic and enduring relationships starts bytaking time to listen and learn about our customers\' goals, andinnovate to solve their challenges, not only through financial resourcesbut also deep knowledge, insights and ideas. We expect, encourage andreward entrepreneurial thinking from our employees. We have a sharedpurpose of cultivating thriving communities, inspired by our founder,Otto Bremer, who spent his lifetime supporting the communities that hisbanks served in new and unexpected ways. That commitment to communityand creative problem-solving contributes to Bremer\'s culture. If youwant the next chapter in your story to be one where you make a realdifference for our customers, communities and economies, we\'re the bankto join. We foster diversity, equity and inclusion, building on thelegacy of our immigrant founder. If you\'re curious, enjoycollaborating, and start each day with the customer in mind, we inviteyou to join our team! Job Description Bremer has an exciting opportunityfor a Wealth Advisor or Sr. Wealth Advisor to join our team! Location:Minnesota, North Dakota, or Wisconsin which will be determined based oncandidate location and Bremer\'s current needs. As a Wealth Advisor atBremer, you would be responsible to: Administer a portfolio of agency,IRA, trust, and estate accounts. Expand service to existing clients andmarkets new products. Manage the set-up, implementation andadministration of trusts and estates. Coordinate client serviceactivities with other areas of the organization. Counsel clients onfinancial matters such as, but not limited to, asset allocation, wealthmanagement, retirement planning, education funding, estate planning, taxstrategies, investment planning, executive planning, and businesssuccession planning. At the Senior Wealth Advisor level, you would beresponsible to: * Develop new wealth advisory and trust business andadminister a small book of top tier wealth advisory and trust accounts.* Counsel clients and prospects on financial matters such as, but notlimited to asset allocation, wealth management, retirement planning,education funding, estate planning, tax strategies, investment planning,executive planning and business succession planning. * Partner withmembers of other Bremer business lines to promote and deliver allappropriate Bremer services to prospects and existing clients. * Mentorand develop other team members. Qualifications: Wealth Advisor: Acombination of education and experience generally attained with abachelor\'s degree and... For full info follow application link. Bremeris an Equal Employment Opportunity Employer M/F/Disability/Veteran***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/D2A765DB7F414E98

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Site Reliability Engineer
NVIDIA has been redefining computer graphics, PC gaming, and accelerated computing for more than 25 years. It’s a unique legacy of innovation that’s fueled by great technology—and amazing people. Tod
Housekeeper
Overview Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we hav
Delivery Driver
Have you ever thought about driving for one of those ride sharing companies? But, on second thought, you really don't want to make idle chit chat with a random stranger in your car. And, maybe a bett
PEPI: Associate, CFO Services -- Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)
Description PEPI - CFO Services - Associate (Financial Reporting Advisory) OVERVIEW: A& M CFO Services work with private equity held portfolio companies and provide our clients with solutions to
Application Database Administrator: RDBMS
Introduction In this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of public and
Thought Leader Liaison ENT – (REMOTE) Mid-Atlantic (PA, NJ, MD, DC, DE)
Thought Leader Liaison ENT – Mid-Atlantic (PA, NJ, MD, DC, DE) The Thought Leader Liaison, Dupilumab role is a field-based, marketing role (non-sales focused) position, working closely with ENT U.S K
Manufacturing Finance Manager
ABOUT WHIRLPOOL CORPORATION Whirlpool Corporation (NYSE: WHR) is committed to being the best global kitchen and laundry company, in constant pursuit of improving life at home. In an increasingly digi
Pharmacy Technician
Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced
Accounts Payable Specialist
[Job Title[: Accounts Payable Specialist[*[Reports To: [Assistant Controller*[FLSA Classification: [Salaried, Non-Exempt Office Environment: The work environment consists of a climate-controlled offi
hr generalist
hr generalist. franklin , tennessee posted january 18, 2024 job details summary $63,000 - $69,000 per year permanent bachelor degree category healthcare support occupations referenceAB_4448194 job de
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved