Job Details

Business Development Bell Bank Wealth Management Advisors are responsible for maintaining and growing existing relationships and leading in the development of new client relationships. Duties include managing the delivery of wealth management services to the client. This will involve maintaining regular and proactive communication with the client, and working in consultation with the clients other advisors. Community involvement and professional networking are encouraged and expected in order to foster strong relationships. Wealth Management Advisors have a broad and deep understanding of sophisticated financial planning and investment strategies. Financial Planning Gather financial information and prepare presentations for prospect and client meetings. Collaborate with team members regarding client service needs and investment management. Participate in the monitoring of client accounts regarding asset allocation and cash flow needs. Prepare for, conduct and follow up regarding clien...Wealth Advisor, Wealth, Financial Planning, Client Advisor, Client Relations, Advisor, Banking