Wealth Advisor: Grow High‑Net‑Worth Client Relationships
Alerus
Alerus is seeking a Wealth Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial advice and solutions. You will act as the primary contact with support from specialists, guiding clients to appropriate Alerus products to meet their financial goals. You will dedicate time to existing client expansion (60%) and new client development (40%), maintaining CRM records and pursuing ongoing professional development. #J-18808-Ljbffr Alerus
Vacancy posted 2 days ago
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