Senior Wealth Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Generous paid time off

Learning & development resources

Financial wellness tools

Volunteer time & donation match

Job summary

Alerus Wealth Advisors in Scottsdale, AZ, seeks seasoned professionals to deliver comprehensive financial guidance to high-net-worth clients. You will act as the primary advisor, coordinating a team to tailor solutions that secure clients’ financial wellness goals.

Join a collaborative environment with growth opportunities, ongoing education, and a strong focus on integrity and client outcomes. Excellent compensation includes base, bonus, and comprehensive benefits.

Qualifications

• Bachelor's degree in business, finance or related field.
• 5 years of financial services experience with high net worth clients.
• Active financial services license (Insurance, Investment, Brokerage).
• Plan to achieve CFP, CFA or CPA accreditation.
• Ability to attract and retain high net worth clients.
• Expertise in assessing a client’s financial needs and proactive recommendations.
• CRM experience to track and manage sales opportunities.
• Proven sales ability and client service skills.
• Strong written and verbal communication skills.
• Interpersonal and negotiating skills.
• Advanced math proficiency.

Responsibilities

• Manage and grow a portfolio of high-net-worth clients with advanced financial advice.
• Serve as primary contact for clients, guiding finance solutions.
• Conduct regular relationship reviews and assess client needs.
• Update CRM to capture activity and schedule follow-ups.
• Proactively seek new business with existing and prospective clients.
• Represent Alerus by networking with influencers and community groups.
• Maintain knowledge of loans, investments, and protection planning.
• Develop understanding of estate planning, charitable giving, trusts, and tax management.
• Pursue continuing education to enhance skills.
• Collaborate with team and support professional development.

Skills

High net worth client focus

Sales ability

Client communication

Negotiation skills

Financial analysis

Advanced math proficiency

Education

Bachelor's degree in business, finance or related field

Active financial services license

CFP/CFA/CPA in progress

Tools

CRM software

Job description

Alerus Wealth Advisors in Scottsdale, AZ, seeks seasoned professionals to deliver comprehensive financial guidance to high-net-worth clients. You will act as the primary advisor, coordinating a team to tailor solutions that secure clients’ financial wellness goals.

Join a collaborative environment with growth opportunities, ongoing education, and a strong focus on integrity and client outcomes. Excellent compensation includes base, bonus, and comprehensive benefits.