| Senior Financial Advisor | Please apply online via our website: https://www.alerus.com/about-us/careers/employment/ | False | 6/25/2019 | - Bachelor’s degree in Business, Finance or related field or equivalent work experience required
- Minimum 7 years of financial services experience, working with high net worth clients
- Demonstrated ability to attract and retain high net worth, and ultra-high net worth clients
- Completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA, JD, CWS, MBA
- Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage
- Demonstrated expertise in assessing a client’s financial needs and making proactive recommendations
| H-6453 | The Senior Financial Advisor is responsible for enhancing existing relationships and developing new business opportunities. Senior Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals.
- Effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable expert advice and solutions to accomplish a high level of financial wellness.
- Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact.
- Learn client’s financial objectives and provide comprehensive financial guidance & planning utilizing the complete Alerus product offering.
- Proactively solicit new business opportunities with existing clients through the relationship review process including opportunities identified by CRM software.
- Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building.
- Expected to focus their time on developing new business with existing clients 40% and new clients 60%, approximately.
| With roots dating back to 1879, Alerus has been serving individuals, families, and businesses with one core belief:
everything we do should be in the best interest of our customers. Our proud history of perseverance and prosperity
owes a great deal to the customer-focused approach we've held since day one.
Alerus is a company that will challenge you to be at your best and where your efforts have real, tangible effects. Our
culture is one of collaboration, innovation, forward-thinking, and giving back. And, as a growing company with a
presence in markets from New Hampshire to Arizona, we offer a broad range of opportunities for you to travel the
career path that matches your abilities, interests, and goals.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with
disabilities. |