Wealth Advisor

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

Benefits offered by this job

Competitive pay

Bonus opportunities

Health and retirement benefits

Paid time off

Development opportunities

Employee discounts

Volunteer program

Donation matching

Job summary

Alerus Financial is seeking a Financial Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial guidance with a team of specialists. You will focus on client acquisition from existing relationships and new prospects, updating CRM and building a robust professional network.

The role requires a bachelor's degree in business or finance, 5 years in financial services with high-net-worth clients, and active licenses. CFP/CFA/CPA coursework is encouraged.

Qualifications

• 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.
• Maintain an active financial services license (insurance, investment, and/or brokerage).
• Plan to achieve or complete professional accreditation(s) (e.g., CFP, CFA, CPA).

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

Relationship-building

Communication skills

Negotiation

Financial acumen

CRM usage

Education

Bachelor's degree in business/finance

Tools

CRM software

Job description

Overview

Who we are: Alerus is a commercial wealth bank and national retirement provider focused on helping clients achieve their financial goals. We value collaboration, innovation, adaptability, and integrity, and we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by industry and regional outlets.

CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus

About the Role

The Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. They deliver comprehensive financial advice to clients by serving as their trusted primary contact with the support of a team of specialists. Advisors help clients select Alerus solutions to support their financial wellness goals. Advisors focus their time on developing new business with existing clients (approximately 60%) and new clients (approximately 40%).

What You’ll Be Doing

• 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.

Qualifications

• 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.
• Maintain an active financial services license (insurance, investment, and/or brokerage).
• Plan to achieve or complete professional and/or financial services accreditation(s) (e.g., CFP, CFA, CPA).
• Ability to attract and retain high-net-worth clients.
• Expertise in assessing a client\'s financial needs and making proactive recommendations.
• Experience utilizing CRM software to track and manage sales opportunities.
• Proven sales ability and client service skills.
• Strong 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 with health and well-being coverage, plus retirement savings options.
• Generous paid time off programs including flexible time off, holidays, parental and bereavement leave.
• Learning and development resources and advancement opportunities.
• Access to financial experts for guidance and tools, with discounts on Alerus products and services.
• Volunteer time and company donation match opportunities.

Work Environment

Work is typically performed in an office setting. The employee is regularly required to sit for extended periods and may occasionally lift or move supplies up to 20 pounds.

Base Pay Range

$60,000 per year plus incentive compensation

The information provided describes the general nature and level of work performed by employees in this position and is not an exhaustive list of all responsibilities, duties, and qualifications.

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

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.