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Financial Advisor

Company: Bremer Bank
Location: Eau Claire
Posted on: November 9, 2019

Job Description:

Why Work at Bremer?Extraordinary possibilities and a culture of respectOur people are our competitive advantage. Throughout communities in Minnesota, North Dakota and Wisconsin, our clients and our people are working together to realize extraordinary possibilities.Bremer Financial CorporationBremer Financial Corporation is a privately held, $12 billion regional financial services company jointly owned by theOtto Bremer Trust and Bremer employees. Founded in 1943 by Otto Bremer, the company is headquartered in St. Paul, Minnesota and provides a comprehensive range of banking,wealth management,investment,trust and insuranceproducts and services throughout Minnesota, North Dakota and Wisconsin. Clients include individuals and families, mid-sized corporations, small businesses, agribusinesses, nonprofits, and public and government entities.Job DescriptionProvide service to customers that exceeds their expectations, which most commonly includes preparing financial plans to utilize in understanding customer objectives and providing investment advice, selling investment products and services, opening new accounts and maintaining appropriate records in accordance with all applicable guidelines and regulations. Other key duties include, proactively developing new business through segmentation and outbound contact efforts, managing risk exposure, and monitoring customer base to identify referral opportunities and maximize sales.QUALIFICATIONSCombination of education and experience which enables the incumbent to be successful in the job generally acquired through the attainment of a Bachelor's Degree and more than two years of related experience. Series 7/63 licensure is required prior to hire date or within six months of hire date. In some affiliate locations may be required to obtain and maintain appropriate insurance licensure.Shared ExpectationsPersonal Leadership: Model Bremer values in all interactions; communicate clearly, honestly and with authenticity; identify and respect style differences in others and be willing to adapt; read and respond appropriately to individuals and/or situations; enhance and maintain robust relationships within and outside the organization; be accountable and demonstrate credibility and follow through on commitments; and build self-awareness by continually seeking feedback from others.Thought Leadership: Use holistic approach when problem solving and decision making; proactively seek diverse perspectives to develop synergetic solutions; promote engagement and empowerment; translate complex concepts and challenges into tasks and activities that are quick and easy to achieve; use authority appropriately and acknowledge the contributions of others.Team Leadership: Lead strategically with rigor around communicating the what and why behind decisions; demonstrate transparency, honesty and courage to earn a reputation as an authentic leader; communicate a vision and engage team in achieving that vision; drive dedication to serve and promote the client intimacy model; clearly communicate and hold employees to performance expectations providing clear and timely feedback and holding all employees accountable; build high performing teams through engagement and accountability; delegate and draw on others knowledge and expertise; commit to coaching and developing team and next generation of leaders by taking an enterprise point of view.Results Leadership: Prioritize strategically by organizing resources, time and people to achieve key goals and objectives; act with a sense of urgency, proactively address critical concerns, work quickly to get things done; lead change effectively; demonstrate knowledge skill and abilities while demonstrating operational excellence; deliver consistent results.Equal Employment OpportunityBremer is an Equal Employment Opportunity Employer M/F/Disability/VeteranNotice to Third Party RecruitersBremer 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.

Keywords: Bremer Bank, Eau Claire , Financial Advisor, Accounting, Auditing , Eau Claire, Wisconsin

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