Wealth Advisor for High-Net-Worth Clients

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

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.