About this role
VP/Senior Wealth Advisor at Bell Bank. Location: Bloomington, Minnesota, United States. Role: Develop relationships, Prepare financial plans, Monitor client accounts Requirements: B.A. required; 5+ years serving high net worth/institutional clients; CFP designation preferred; strong financial planning and software skills; highly organized and confidentiality-focused. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office Suite, Wealth management software Certifications: cfp () Commitment: Full Time Workplace: Onsite Languages: English