Home
/
Comprehensive
/
Wealth Advisor or Sr. Wealth Advisor
Wealth Advisor or Sr. Wealth Advisor-March 2024
Eau Claire
Mar 29, 2026
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
Business Development Manager
Job Family: Sales Req ID: 429002 We are seeking a dynamic and strategic Business Development Manager to lead our efforts in exploring and expanding into new and adjacent verticals within the Protectio
Staff Accountant
Description We are looking for a diligent Staff Accountant to join our team in the education industry, based in Encino, California. As a Staff Accountant, your role will be pivotal in maintaining our
Manager Scheduling
Overview The Chattanooga Heart Institute offers the most comprehensive cardiac care available in this region. Founded in 1976 we now have six offices in Tennessee and one in Georgia. Our practice is m
HR Coordinator
Description Our client is a small, family-owned business dedicated to creating a supportive and inclusive work environment. We are seeking a dynamic individual to join our team, with a role that encom
Certified Nursing Assistant CNA STNA
Overview $2500.00 Sign On Bonus available for full time CNA's through August 2024! Join the team at Diversicare, where we recognize and appreciate the invaluable contributions of our team members . As
Maintenance Officer
We Put the World on Vacation At Travel + Leisure Co., our mission is simple: to put the world on vacation. Our Vacation Ownership business line includes Club Wyndham, WorldMark by Wyndham, Margaritavi
Retail Sales Specialist - $18.00 per hour, plus commission and incentives!
AT A GLANCE: Our specialists earn an hourly base pay of $18.00 along with lucrative commission and incentives for targeted hourly earnings of $22.95/hour or $47,736.00 annually. Top performers in this
Phlebotomist
Would you like to join an international team working to improve the future of healthcare? Do you want to enhance the lives of millions of people? Grifols is a global healthcare company that since 1909
Educator RN
Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. from clinics and hospitals to home-based
Senior Accountant
Description Robert Half Finance and Accounting is partnering with a burgeoning tech organization in Uptown Dallas to recruit for a Senior Accountant role. Core duties and responsibilities of this role
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved