Senior Wealth Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Generous paid time off

Learning and development resources

ESOP and 401(k)

Volunteer time and donation matching

Job summary

Alerus Financial is seeking a Wealth Advisor to enhance existing relationships and develop new business opportunities. You will serve as the trusted primary contact, delivering comprehensive financial advice with a team of specialists.

Your focus will be on growing relationships with high-net-worth clients, updating CRM, and pursuing ongoing professional development to provide robust financial solutions including planning, investments, and tax awareness.

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.
• 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.
• Advanced math proficiency

Responsibilities

• Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions.
• Serve as the primary point of contact for clients, assisting them in selecting financial solutions.
• Perform regular proactive relationship reviews and evaluate clients' financial needs.
• Update CRM software to capture client activity and schedule follow-up actions.
• Proactively solicit new business opportunities with existing clients and prospective clients.
• Represent Alerus in the marketplace by building a network of influencers and participating in community organizations.
• 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.
• Build solid working relationships with team members and support their professional development.

Skills

High net worth clients

CRM software

Sales ability

Client service

Communication skills

Interpersonal skills

Negotiation skills

Education

Bachelor's degree in business or finance

Financial services license

Professional accreditation planning

Tools

CRM software

Job description

Alerus Financial is seeking a Wealth Advisor to enhance existing relationships and develop new business opportunities. You will serve as the trusted primary contact, delivering comprehensive financial advice with a team of specialists.

Your focus will be on growing relationships with high-net-worth clients, updating CRM, and pursuing ongoing professional development to provide robust financial solutions including planning, investments, and tax awareness.