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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

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