Bremer Bank National Association
Wealth Strategist
Bremer Bank National Association, Minneapolis, Minnesota, United States, 55400
Why Work at Bremer?
Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. We invite you to join our team!Job Description
Bremer Wealth & Asset Management provides personalized guidance to affluent and high-net-worth individuals, helping them navigate the complexities of wealth. Our perspective goes beyond traditional wealth management by offering a tailored network of resources aligned with each client's unique values and needs.We're distinguished among all wealth managers by our philanthropic spirit, boutique identity, and holistic approach. We serve our clients with a flexible process, sophisticated modeling, and cutting-edge open-architecture investment solutions. We know our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.Bremer Wealth & Asset Management is a business unit of Bremer Bank, an 80-year-old, multi-award-winning financial institution with over 1,500 employees across 70 locations in 3 states and over $6.7 billion in assets under management.Join us in pursuing excellence. Learn more at www.Bremer.com/WealthOur Approach to Wealth & Asset ManagementIn a world where many wealth managers seem indistinguishable, Bremer Wealth & Asset Management stands out by delivering an experience that transcends traditional investment outcomes. Our goal is to build long-term relationships, explore new opportunities for our clients, and craft innovative financial strategies. We help clients, their causes, and their communities envision and attain a more meaningful and prosperous future.What Our Wealth & Asset Management Business Stands ForTrustworthiness:
We prioritize accountability, with transparency, integrity, and reliability as the foundation of our approach to wealth management.Teamwork:
We believe in collective success. Our uniquely collaborative culture ensures that we provide exceptional, personalized service through a comprehensive wealth management platform.Equity:
We are dedicated to fostering diversity and inclusion, where every employee is valued and treated with fairness.Community:
We actively build networks of like-minded individuals, leveraging our resources to create stronger, more connected communities.Responsibility:
We empower our team to positively impact not only our clients but also society and the world at large.The Role of a Wealth StrategistOur
Wealth Strategists
partner with Bremer's sales professionals to provide advanced financial planning services to clients with intricate financial situations, including business owners, executives, high-net-worth individuals, and multigenerational families. Wealth Strategists act as a key resource and advisor, delivering comprehensive, customized financial planning concepts and strategies that address both immediate needs and long-term goals. Leveraging Bremer's array of resources, they guide clients through sophisticated strategies to help them manage their wealth, optimize tax efficiency, and achieve their financial aspirations.Wealth Strategists build deep, enduring relationships with clients by thoroughly understanding their unique circumstances, financial objectives, and personal values. Your role will involve analyzing and designing solutions across a range of areas, providing tailored advice that addresses the challenges faced by affluent clients.On a day-to-day basis, Wealth Strategists, together with a team of investing, fiduciary and relationship experts, offer specialized advice and guidance to our clients on matters related to complex wealth planning, including:Comprehensive financial planning, including estate, tax, retirement, and business succession planningAdvanced asset allocation and risk management strategiesTax-efficient wealth transfer and gifting strategiesCharitable giving and philanthropic planningBusiness transition planning for entrepreneurs and family-owned businessesMulti-generational wealth planning, ensuring continuity and legacy preservationIntegration of financial, legal, and tax considerations for complex client portfoliosThe Ideal CandidateThe ideal Wealth Strategist is detail-oriented, highly organized, and skilled at providing specialized wealth planning for affluent and high-net-worth clients to help meet their unique needs and objectives.The ideal Wealth Strategists possesses deep expertise in financial planning, with the ability to navigate intricate client situations and develop sophisticated solutions. They should have strong analytical skills, a strategic wealth mindset, and a client-centric approach to their work, encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with clients' complex goals. The best candidates are highly collaborative, working well with both internal teams and external advisors to deliver well-rounded, customized financial plans. They must be adept at building and maintaining relationships, as well as managing the financial complexities faced by affluent clients.The most successful Wealth Strategists are experts in navigating the complexities of planning-for and living-with significant wealth, and can seamlessly accomplish the following objectives:Provides customized advice and specialized, often complex, planning expertise to affluent and high-net-worth (HNW) clients.Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to influential private and institutional clients.Supporting the growth and retention of affluent and HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance client relationship to consolidate client assets.Facilitates/participates in a goals-based discovery process directly with clients and ensures goals relative to data capture and wealth plan creation are met.Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.Operates at a group-wide level and serves as a specialist resource to Wealth & Asset Management professionals, senior leaders and stakeholders.
Qualifications:Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced degree (MBA, PhD, JD, etc.) is preferred.Relevant certifications (e.g., CFP, ChFC, CPA, CFA, CTFA, or similar) are highly desirable.Comfortable interacting with individuals of significant wealthTrustworthiness and personal integrity that is beyond reproachMinimum of 7-10 years of experience in wealth management, financial planning, or a related field, with a focus on multigenerational wealth planning.Proven track record in developing and managing complex wealth transfer strategies.In-depth knowledge of estate planning, tax laws, trust structures, and investment strategies.Strong interpersonal and communication skills, with the ability to work effectively with high-net-worth clients and their families.Excellent problem-solving abilities and attention to detail.Ability to work collaboratively in a team environment, including with external advisors and professionals.Travel: Occasional travel may be required for client meetings and conferences.Licensing: Must maintain appropriate financial planning and advisory licenses.#LI-hybrid, #LI-JT1Pay Range
Pay Type:
Exempt/Salaried
Minimum: $
92,100.00
Midpoint: $ 131,600.00
Maximum: $ 171,000.00
The base pay offered will consider internal equity and may vary depending on the candidate's job-related knowledge, skills, and experience, among other factors.
A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, financial, time-off, and/or other benefits, dependent on the level and position offered.Bremer Values & Benefits
Our ValuesCollaboration:
We work elbow-to-elbow with our customers, making a difference for them in good times and bad. We share our skills, knowledge and experience to support each other every day.Commitment:
We're deeply invested in the places we live and work, and we're always ready to do whatever it takes to help our neighbors and communities thrive and grow.Creativity:
Imagination and innovation are essential to helping our customers and Bremer succeed. If there's a better way to do something, we'll find it or create it.Our BenefitsLet's talk about benefits. Beyond our 401(k), pension plan, healthcare, 11 holidays, and vacation time, we offer everyday benefits that get you excited for what each day holds.Equal Employment Opportunity
Bremer Bank is committed to a diverse and inclusive workforce. We've built an organization of experienced, intelligent and collaborative people from a range of all backgrounds, and all of them contribute something essential to helping our customers thrive and grow.All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.Miscellaneous Items to NoteMust be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). Unless specifically stated in the job posting, we are unable to sponsor or take over sponsorship of an employment Visa at this time.Posting End Date
- We want to see you grow and succeed! Please apply today as our postings are up typically a minimum of 5 days. Once we have received a sufficient candidate pool, postings will be closed. Don't miss out on this opportunity to showcase your potential and take the next step in your career.Notice to California Applicants
- for your awareness, please see Bremer Bank California Notice at Collection and Privacy PolicyAccessibility Commitment -
Bremer is committed to accessibility, diversity and inclusion for all our applicants. We believe everyone should be able to have equal and effective access to our websites and our services. We have worked very hard to ensure that our website and digital content meet the needs of our applicants and visitors. Click here for more information on our accessibility and how to get in touch with us.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.
Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. We invite you to join our team!Job Description
Bremer Wealth & Asset Management provides personalized guidance to affluent and high-net-worth individuals, helping them navigate the complexities of wealth. Our perspective goes beyond traditional wealth management by offering a tailored network of resources aligned with each client's unique values and needs.We're distinguished among all wealth managers by our philanthropic spirit, boutique identity, and holistic approach. We serve our clients with a flexible process, sophisticated modeling, and cutting-edge open-architecture investment solutions. We know our people are our advantage. Our collaborative culture means each client is supported by a team of specialists aligned with a shared sense of purpose.Bremer Wealth & Asset Management is a business unit of Bremer Bank, an 80-year-old, multi-award-winning financial institution with over 1,500 employees across 70 locations in 3 states and over $6.7 billion in assets under management.Join us in pursuing excellence. Learn more at www.Bremer.com/WealthOur Approach to Wealth & Asset ManagementIn a world where many wealth managers seem indistinguishable, Bremer Wealth & Asset Management stands out by delivering an experience that transcends traditional investment outcomes. Our goal is to build long-term relationships, explore new opportunities for our clients, and craft innovative financial strategies. We help clients, their causes, and their communities envision and attain a more meaningful and prosperous future.What Our Wealth & Asset Management Business Stands ForTrustworthiness:
We prioritize accountability, with transparency, integrity, and reliability as the foundation of our approach to wealth management.Teamwork:
We believe in collective success. Our uniquely collaborative culture ensures that we provide exceptional, personalized service through a comprehensive wealth management platform.Equity:
We are dedicated to fostering diversity and inclusion, where every employee is valued and treated with fairness.Community:
We actively build networks of like-minded individuals, leveraging our resources to create stronger, more connected communities.Responsibility:
We empower our team to positively impact not only our clients but also society and the world at large.The Role of a Wealth StrategistOur
Wealth Strategists
partner with Bremer's sales professionals to provide advanced financial planning services to clients with intricate financial situations, including business owners, executives, high-net-worth individuals, and multigenerational families. Wealth Strategists act as a key resource and advisor, delivering comprehensive, customized financial planning concepts and strategies that address both immediate needs and long-term goals. Leveraging Bremer's array of resources, they guide clients through sophisticated strategies to help them manage their wealth, optimize tax efficiency, and achieve their financial aspirations.Wealth Strategists build deep, enduring relationships with clients by thoroughly understanding their unique circumstances, financial objectives, and personal values. Your role will involve analyzing and designing solutions across a range of areas, providing tailored advice that addresses the challenges faced by affluent clients.On a day-to-day basis, Wealth Strategists, together with a team of investing, fiduciary and relationship experts, offer specialized advice and guidance to our clients on matters related to complex wealth planning, including:Comprehensive financial planning, including estate, tax, retirement, and business succession planningAdvanced asset allocation and risk management strategiesTax-efficient wealth transfer and gifting strategiesCharitable giving and philanthropic planningBusiness transition planning for entrepreneurs and family-owned businessesMulti-generational wealth planning, ensuring continuity and legacy preservationIntegration of financial, legal, and tax considerations for complex client portfoliosThe Ideal CandidateThe ideal Wealth Strategist is detail-oriented, highly organized, and skilled at providing specialized wealth planning for affluent and high-net-worth clients to help meet their unique needs and objectives.The ideal Wealth Strategists possesses deep expertise in financial planning, with the ability to navigate intricate client situations and develop sophisticated solutions. They should have strong analytical skills, a strategic wealth mindset, and a client-centric approach to their work, encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with clients' complex goals. The best candidates are highly collaborative, working well with both internal teams and external advisors to deliver well-rounded, customized financial plans. They must be adept at building and maintaining relationships, as well as managing the financial complexities faced by affluent clients.The most successful Wealth Strategists are experts in navigating the complexities of planning-for and living-with significant wealth, and can seamlessly accomplish the following objectives:Provides customized advice and specialized, often complex, planning expertise to affluent and high-net-worth (HNW) clients.Acts as a subject matter expert in area(s) of specialized planning, including regulations and policies, to properly assess and provide insights and solutions to influential private and institutional clients.Supporting the growth and retention of affluent and HNW client assets through specialized planning solutions that help to broaden the dialogue and enhance client relationship to consolidate client assets.Facilitates/participates in a goals-based discovery process directly with clients and ensures goals relative to data capture and wealth plan creation are met.Provides commentary and awareness on emerging trends and new legislation through articles, case laws, and advanced planning solutions.Develops content in the area(s) of specialized planning for use as training material, internal resource material and client-facing material.Operates at a group-wide level and serves as a specialist resource to Wealth & Asset Management professionals, senior leaders and stakeholders.
Qualifications:Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced degree (MBA, PhD, JD, etc.) is preferred.Relevant certifications (e.g., CFP, ChFC, CPA, CFA, CTFA, or similar) are highly desirable.Comfortable interacting with individuals of significant wealthTrustworthiness and personal integrity that is beyond reproachMinimum of 7-10 years of experience in wealth management, financial planning, or a related field, with a focus on multigenerational wealth planning.Proven track record in developing and managing complex wealth transfer strategies.In-depth knowledge of estate planning, tax laws, trust structures, and investment strategies.Strong interpersonal and communication skills, with the ability to work effectively with high-net-worth clients and their families.Excellent problem-solving abilities and attention to detail.Ability to work collaboratively in a team environment, including with external advisors and professionals.Travel: Occasional travel may be required for client meetings and conferences.Licensing: Must maintain appropriate financial planning and advisory licenses.#LI-hybrid, #LI-JT1Pay Range
Pay Type:
Exempt/Salaried
Minimum: $
92,100.00
Midpoint: $ 131,600.00
Maximum: $ 171,000.00
The base pay offered will consider internal equity and may vary depending on the candidate's job-related knowledge, skills, and experience, among other factors.
A bonus and/or incentives may be provided as part of the compensation package, in addition to the full range of medical, financial, time-off, and/or other benefits, dependent on the level and position offered.Bremer Values & Benefits
Our ValuesCollaboration:
We work elbow-to-elbow with our customers, making a difference for them in good times and bad. We share our skills, knowledge and experience to support each other every day.Commitment:
We're deeply invested in the places we live and work, and we're always ready to do whatever it takes to help our neighbors and communities thrive and grow.Creativity:
Imagination and innovation are essential to helping our customers and Bremer succeed. If there's a better way to do something, we'll find it or create it.Our BenefitsLet's talk about benefits. Beyond our 401(k), pension plan, healthcare, 11 holidays, and vacation time, we offer everyday benefits that get you excited for what each day holds.Equal Employment Opportunity
Bremer Bank is committed to a diverse and inclusive workforce. We've built an organization of experienced, intelligent and collaborative people from a range of all backgrounds, and all of them contribute something essential to helping our customers thrive and grow.All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by applicable law.Miscellaneous Items to NoteMust be currently legally authorized to work in the U.S. without sponsorship for employment visa status (e.g., H1B status, 0-1, TN, CPT, OPT, etc.). Unless specifically stated in the job posting, we are unable to sponsor or take over sponsorship of an employment Visa at this time.Posting End Date
- We want to see you grow and succeed! Please apply today as our postings are up typically a minimum of 5 days. Once we have received a sufficient candidate pool, postings will be closed. Don't miss out on this opportunity to showcase your potential and take the next step in your career.Notice to California Applicants
- for your awareness, please see Bremer Bank California Notice at Collection and Privacy PolicyAccessibility Commitment -
Bremer is committed to accessibility, diversity and inclusion for all our applicants. We believe everyone should be able to have equal and effective access to our websites and our services. We have worked very hard to ensure that our website and digital content meet the needs of our applicants and visitors. Click here for more information on our accessibility and how to get in touch with us.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.