Job Listing
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| Job ID: 11350357 |
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| Job Location: |
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| How to Apply: | To see employer contact information, log in or register. |
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| Job Title: | Senior Wealth Advisor |
| Work Type: | Work Days: Work Vary: Yes , Shift: Other, Hours Per Week: 40, Work Type: Regular |
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| Salary Offered: | Unspecified |
| Benefits: | Unspecified. |
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| Physical Required: | Unspecified |
| Drug Testing Required: | Unspecified |
| Education Required: | Bachelor's Degree |
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| Experience Required: | Unspecified |
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| Required Skills: | Please see the job description for information about required job skills. |
| Preferred Skills: |
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| Job Description: |
Job TitleSenior Wealth Advisor
Job ID6397
LocationSaint Cloud, MN
Full/Part TimeFull-Time
Regular/TemporaryRegular
Why Work at Bremer?
Extraordinary possibilities and a culture of respect
Our people are our competitive advantage. Throughout communities in Minnesota, North Dakota and Wisconsin, our clients and our people are working together to realize extraordinary possibilities.
Bremer Financial Corporation
Bremer Financial Corporation is a privately held, $13 billion regional financial services company jointly owned by the Otto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking, wealth management, investment, trust and insurance products and services throughout Minnesota, North Dakota and Wisconsin. Clients include individuals and families, mid-sized corporations, small businesses, agribusinesses, nonprofits, and public and government entities.
Job Description
Develops new wealth advisory and trust business and administers a small book of top tier wealth advisory and trust accounts. Counsels clients and prospects 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. Highly involved with members of other Bremer business lines to promote and deliver all appropriate Bremer services to prospects and existing clients. Mentor and develop other team members.
Qualifications
A combination of education and experience which is generally met with a bachelor's degree and minimum of 5 years related experience. Sales experience required. Preferred designations: CFP, CTFA, CPA, JD
Shared Expectations
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
Notice to Third Party Recruiters
Bremer Bank, National Association, including its affiliates, does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed agreement for recruiting or placement services, Bremer will have no obligation and will not agree to pay any referral or recruiting fee. In the event a recruiter or agency submits a candidate for consideration, Bremer explicitly reserves the right to pursue and/or hire any such candidate(s) without any financial or other obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, will be deemed to be the property of Bremer.
Bremer is an Equal Employment Opportunity Employer M/F/Disability/Veteran
Refer to ID 44133059 when applying |
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