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BELL BANK
BELL BANK

60 Bell Bank Wealth Management Advisor Jobs Hiring Near You

Bell Bank

VP/Senior Wealth Advisor

Bloomington, MN · On-site

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 ...

Bell Bank

VP/Senior Wealth Advisor

Fargo, ND · On-site

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 ...

Bell Bank

Personal Insurance Advisor

Bloomington, MN · On-site

Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. * Know ... you are managing risk. * Ability to communicate verbally and in writing with others, explain ...

Bell Bank

VP/Branch Manager - Wahpeton

Wahpeton, ND · On-site

Educate and advise on bank products and services through personal contact; loans, checking, savings ... Bell Bank Culture, Policy and Accountability Standards * Know and live Bell Bank's values, bottom ...

Bell Bank

Employee Benefits Account Manager

Fargo, ND · On-site

Bell Bank Culture, Policy and Accountability Standards * Know and live Bell Bank's values, bottom ... Effective time management and decision-making skills. * Knowledge of the details of various ...

New

Bell Bank

SVP/Treasury Management Team Lead

Phoenix, AZ · On-site

This position effectively sells and cross sells commercial treasury management products and services for Bell Bank. This position has a thorough understanding and knowledge of all treasury management ...

Bell Bank

Personal Lines Account Assistant

Alexandria, MN · On-site

$43K - $58K/yr

This position works with the agency account managers and advisors to provide internal support ... Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. * Know ...

Bell Bank

Mortgage Loan Officer

Gilbert, AZ · On-site

... management * Know by name and face as many customers and employees as possible, calling them by ... Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell ...

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BELL BANK Jobs Information

Do workers at Bell Bank get paid breaks?

Yes. Most people get paid breaks.
71% of people say they get paid breaks.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Does Bell Bank pay people when they’re sick?

Sometimes. Only some people get paid when they’re sick.
38% of people say they wouldn’t get paid if they were sick but scheduled to work.
Based on data from 8 people who took the Breakroom Quiz between November 2024 and May 2026.

At Bell Bank, are sick days and vacation days separate paid time off?

Sick days and vacation days are used from the same paid time off.
100% of people say they have to use vacation days when they’re out sick.
Based on data from 5 people who took the Breakroom Quiz between August 2025 and May 2026.

Is the health insurance from Bell Bank affordable enough for their workers?

Most people say the health insurance costs are okay.
83% of people say the health insurance costs are okay
Based on data from 6 people who took the Breakroom Quiz between May 2025 and May 2026.

Do people get paid time off at Bell Bank?

Most people get paid time off work.
100% of people say they get paid time off.
Based on data from 5 people who took the Breakroom Quiz between August 2025 and May 2026.

Do workers at Bell Bank worry about hours?

Most people don’t worry about getting enough hours.
80% of people report they don’t worry about getting enough hours.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and September 2025.

Do Bell Bank workers get to choose the shifts they work?

Some people don’t get to choose which shifts they work.
60% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it for Bell Bank workers to change shifts?

Some people find it hard to change shifts.
40% of people report that it’s hard to change shifts if they need to.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it to get time off at Bell Bank?

Most people find it easy to get time off.
71% of people report it’s easy to get time off.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Do Bell Bank managers change schedules at the last minute?

Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 5 people who took the Breakroom Quiz between November 2024 and September 2025.

How easy is it to take sick days at Bell Bank?

Most people find it easy to take sick days.
75% of people report that it’s easy to take time off if they are sick.
Based on data from 8 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people at Bell Bank feel treated with respect by their managers?

Most people feel treated with respect by their managers.
86% of people say they’re treated with respect by their managers.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people at Bell Bank get to take their breaks without interruption?

Most people get breaks without interruption.
86% of people report that they get to take their breaks without interruption.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Is it stressful to work at Bell Bank?

Some people feel stressed here.
67% of people say they often feel stressed at work.
Based on data from 6 people who took the Breakroom Quiz between January 2025 and May 2026.

Do people at Bell Bank enjoy their jobs?

Most people enjoy their job.
86% of people report they enjoy their job.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people at Bell Bank recommend working with their team?

Only some people recommend working with their team.
38% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 8 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people get enough training when they start at Bell Bank?

Most people got enough training when they started.
86% of people report they got enough training when they started working here.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people get support to advance at Bell Bank?

Most people are given support to advance their career here.
In the last year, 83% of people report being given support to advance their career here.
Based on data from 6 people who took the Breakroom Quiz between November 2024 and May 2026.

Do people think Bell Bank’s headquarters understands what’s happening where they work?

Most people think headquarters doesn’t understand what’s happening where they work.
71% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 7 people who took the Breakroom Quiz between November 2024 and May 2026.

Do workers feel well informed about how Bell Bank is doing?

Only some people feel well informed about how the company is doing.
38% of people feel that they aren’t kept well informed about how the company is doing as a whole.
Based on data from 8 people who took the Breakroom Quiz between November 2024 and May 2026.

What other companies are hiring for Wealth Management Advisor jobs?

What are the most popular jobs at Bell Bank?

What are the most popular categories at Bell Bank?

Infographic showing various Wealth Management Advisor job openings at Bell Bank in the United States as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 100% Physical job distribution.

VP/Senior Wealth Advisor

Bell Bank

Bloomington, MN • On-site

Full-time

Re-posted 19 days ago

Bell Bank rating

6.5

Company rating: 6.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

146th of 172 rated banks

Job description

This position to serve as a Wealth Advisor in the Wealth Management Division by effectively managing the delivery of superb wealth management and financial planning services to clients. This position focuses on business development and comprehensive financial planning for Wealth Management clients and prospects. This position works in conjunction with the internal team (Wealth Management Advisors, Wealth & Fiduciary Advisors, Bell Investments Wealth Advisors, Portfolio Managers, and Retirement Plan Consultants) as well as clients and external outside advisors such as attorneys and CPAs. This position assists and collaborates with Wealth Management Advisors in financial planning and account management.
Primary Duties:
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 client's 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 client meetings, including:
  • Involvement in all aspects of pre-client meeting activities such as preparing meeting agendas, running reports, gathering client data, generating financial plans and making client recommendations.
  • Leading and/or participating in client meetings to present our capabilities, financial plans and recommendations to clients and prospects.
  • Involvement in all post-client meeting tasks such as generating and executing (where applicable) action items and following up until complete.
  • Conduct research and analysis with regard to client financial goals.
  • Partner with the client service team to coordinate the servicing of investment accounts, follow through on recommendations, the completion of financial transactions and the information needed for performance reports.
  • Maintain a high level of compliance standards at all times.
  • Adhere to the CFP Board's new Code of Ethics and Standards of Conduct at all times.

Client Relationships
  • Develop high touch client relationships through creating and presenting comprehensive financial plans, monitoring project timelines and collaborating with client advisory team.
  • Monitor and follow up on execution of transactions and completion of client projects.
  • Coordinate financial information with client fiduciaries, attorneys, CPAs, etc.
  • Perform additional tasks as needed including back office, operational, and administrative tasks related to the servicing of client relationships.

Bell Bank Standards
  • Know by name and face as many customers and employees as possible, calling them by name as often as possible.
  • Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
  • Know, understand, and live the company values and bottom line.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations.
  • All employees are responsible for information security, including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.

Job Skills Required:
  • B.A. and minimum of 5 years' experience in serving high net worth and/or institutional clients
  • Experience with sophisticated financial planning techniques and wealth management software
  • CERTIFIED FINANCIAL PLANNER™ designation preferred
  • Highly proactive with attention to detail, dependable, and extremely organized
  • Extensive knowledge of Microsoft Office Suite (Word, Excel, Access, PowerPoint)
  • Excellent problem solving, math and analytical skills
  • Ability to communicate professionally with others in a constantly changing work environment
  • Self-motivated, detail and quality oriented
  • Due to the nature of this position, must maintain a high level of confidentiality
  • Desire a career path affiliated with the CERTIFIED FINANCIAL PLANNER™ designation. Candidates will have attained the CFP® designation, be working to satisfy the CFP® requirements, or agree to enroll in a CFP® program.
  • A "can do" attitude with ability to work well in a team environment and take ownership of tasks and deliverables, and is generally flexible and adaptive, willing to do whatever is needed to provide best in class client service.
  • A thirst for learning and knowledge, with the willingness and desire for career growth in a rapidly expanding wealth management firm.

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