Senior Wealth Advisor for High-Net-Worth Clients
Alerus
Alerus is seeking a Wealth Advisor to enhance client relationships and drive new business opportunities. You will act as the primary contact for clients, delivering comprehensive financial advice with a support team of specialists. The role emphasizes growth with existing clients (60%) and new clients (40%). You will develop expertise in financial planning, investments, and tax strategies, while pursuing ongoing professional development and CFP/CFA/CPA credentials. #J-18808-Ljbffr Alerus
Vacancy posted 3 days ago
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