Senior Wealth Advisor for High-Net-Worth Clients

Alerus; Phoenix (AZ); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Competitive pay

Benefits package

Generous PTO

Development opportunities

Financial guidance tools

Volunteer time

Job summary

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.

Qualifications

• 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 (Insurance, Investment, Brokerage).
• Plan to achieve or complete professional accreditation (CFP, CFA, CPA).
• Ability to attract and retain high net worth clients.
• Proven sales ability and client service skills.
• Experience using CRM software to track opportunities.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions.
• Serve as the primary contact for clients, helping them select financial solutions.
• Conduct regular relationship reviews and assess clients’ financial needs.
• Update CRM to capture client activity and schedule follow-ups.
• Proactively solicit new business with existing and prospective clients.
• Represent Alerus in the marketplace by networking and community involvement.
• 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.
• Foster solid working relationships with team members and support their development.

Skills

HNW clients

Financial planning

CRM experience

Relationship mgmt

Sales ability

Education

Bachelor's degree in business/finance

CFP/CFA/CPA accreditation

Tools

CRM software

Job description

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.