Wealth Advisor: Grow High‑Net‑Worth Client Relationships

Alerus; 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

Volunteer time & donation match

Job summary

Alerus is seeking a Wealth Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial advice and solutions. You will act as the primary contact with support from specialists, guiding clients to appropriate Alerus products to meet their financial goals.

You will dedicate time to existing client expansion (60%) and new client development (40%), maintaining CRM records and pursuing ongoing 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 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

Sales ability

Client relationships

Communication

Interpersonal skills

Financial planning

Education

Bachelor's degree in business/finance or equivalent

CFP/CFA/CPA accreditation planning

Tools

CRM software

Job description

Alerus is seeking a Wealth Advisor to manage and grow a portfolio of high-net-worth clients, delivering comprehensive financial advice and solutions. You will act as the primary contact with support from specialists, guiding clients to appropriate Alerus products to meet their financial goals.

You will dedicate time to existing client expansion (60%) and new client development (40%), maintaining CRM records and pursuing ongoing professional development.