Wealth Advisor Senior

Job DescriptionBremer has an exciting opportunity for a Sr Wealth Advisor to join our Twin Cities Wealth team. As the Senior Wealth Advisor - Trust Administration, your responsibilities include:Develop new wealth advisory and trust business and administer a small book of top tier wealth advisory and trust accounts with emphasis on trust administration.Counsel clients and prospects on financial matters such as, but not limited to:Asset allocationWealth managementRetirement planningEducation fundingEstate planningTax strategiesInvestment planningExecutive planningBusiness succession planning.Partner 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 attained with a bachelor's degree and a minimum of 5 years related experience.10 years of experience is preferred.Prior sales experience is required.CFP, CTFA, CPA, or JD designation is preferred.

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