Wealth Advisor

Overview Who we are: Alerus is a commercial wealth bank and national retirement provider focused on helping clients achieve their financial goals. We value collaboration, innovation, adaptability, and integrity, and we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by industry and regional outlets. CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus About the Role The Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. They deliver comprehensive financial advice to clients by serving as their trusted primary contact with the support of a team of specialists. Advisors help clients select Alerus solutions to support their financial wellness goals. Advisors focus their time on developing new business with existing clients (approximately 60%) and new clients (approximately 40%). What You’ll Be Doing Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions. Serve as the primary point of contact for clients, assisting them in selecting financial solutions. Perform regular proactive relationship reviews and evaluate clients\' financial needs. Update CRM software to capture client activity and schedule follow-up actions. Proactively solicit new business opportunities with existing clients and prospective clients. Represent Alerus in the marketplace by building a network of influencers and participating in community organizations. Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning. Develop understanding of estate planning, charitable giving, trusts, and tax management. Pursue continuing education and self-development to enhance skills. Build solid working relationships with team members and support their professional development. Qualifications Bachelor\'s degree in business, finance or related field or equivalent work experience required. 5 years of financial services experience, working with high-net-worth clients. Maintain an active financial services license (insurance, investment, and/or brokerage). Plan to achieve or complete professional and/or financial services accreditation(s) (e.g., CFP, CFA, CPA). Ability to attract and retain high-net-worth clients. Expertise in assessing a client\'s financial needs and making proactive recommendations. Experience utilizing CRM software to track and manage sales opportunities. Proven sales ability and client service skills. Strong written and verbal communication skills. Established interpersonal and negotiating skills. Advanced math proficiency. Benefits Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package with health and well-being coverage, plus retirement savings options. Generous paid time off programs including flexible time off, holidays, parental and bereavement leave. Learning and development resources and advancement opportunities. Access to financial experts for guidance and tools, with discounts on Alerus products and services. Volunteer time and company donation match opportunities. Work Environment Work is typically performed in an office setting. The employee is regularly required to sit for extended periods and may occasionally lift or move supplies up to 20 pounds. Base Pay Range $60,000 per year plus incentive compensation The information provided describes the general nature and level of work performed by employees in this position and is not an exhaustive list of all responsibilities, duties, and qualifications. Alerus is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr