Wealth Advisor

Job Opportunity At Alerus

Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

Core values include passion for excellence, success is never final, doing the right thing, and one Alerus.

About The Role

The Wealth Advisors are enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.

What you'll be doing includes managing and growing a portfolio of high-net-worth clients, providing advanced financial advice and solutions; serving as the primary point of contact for clients, assisting them in selecting financial solutions; performing regular proactive relationship reviews and evaluating clients' financial needs; updating CRM software to capture client activity and schedule follow-up actions; proactively soliciting new business opportunities with existing clients and prospective clients; representing Alerus in the marketplace by building a network of influencers and participating in community organizations; maintaining advanced knowledge of financial planning concepts, including loans, investments, and protection planning; developing understanding of estate planning, charitable giving, trusts, and tax management; pursuing continuing education and self-development to enhance skills; and building solid working relationships with team members and supporting their professional development.

What you should have includes a 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; maintaining an active financial services license i.e. Insurance, Investment, and/or Brokerage; plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA; ability to attract and retain high net worth clients; expertise in assessing a client's financial needs and making proactive recommendations; previous experience utilizing CRM software to track and manage sales opportunities; record of proven sales ability and client service abilities; proven written and verbal communication skills; established interpersonal and negotiating skills; and advanced math proficiency.

What we bring to the table includes competitive compensation including base salary, bonus and/or incentive opportunities; comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings; generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave; learning and development resources for personal and professional career development, and advancement opportunities; access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services; and support for the communities we live in through paid volunteer time and a company donation match opportunity.

Work environment is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

Base pay range is $60,000 per year plus incentive compensation.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.