Wealth Advisor

Alerus is a commercial wealth bank and national retirement provider seeking a Wealth Advisor to help clients achieve their financial goals. The successful candidate will manage a portfolio of high-net-worth clients, provide advanced financial advice, and grow business opportunities.

Requirements

• Bachelor's degree in business, finance or related field or equivalent work experience
• 5 years of financial services experience, working with high net worth clients
• Maintain an active financial services license
• Plan to achieve or completion of professional and/or financial services accreditation(s)
• 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
• Record of proven sales ability and client service abilities
• Proven 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
• Generous paid time off programs
• Learning and development resources
• Access to financial experts
• Support for the communities we live in