About this role
VP/Senior Wealth Advisor at Bell Bank. Location: Fargo, North Dakota, United States. Role: Develop relationships, Prepare plans, Coordinate servicing Requirements: 5+ years in wealth management serving high net worth/institutional clients; BA required; CFP designation preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, Wealth management software, Financial planning software Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English