Responsible for enhancing existing relationships and developing new business opportunities by delivering comprehensive financial advice to clients. Focusing time on developing new business with existing clients 60% and new clients 40%, approximately.

• Effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable advanced 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.
• Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
• 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.

• Bachelor’s degree in Business, Finance or related field or equivalent work experience required.
• Minimum 5 years of financial services experience, working with high net worth clients.
• Demonstrated ability to attract and retain high net worth clients.
• Defined plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA.
• 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.
• Previous experience utilizing CRM software to track and manage sales opportunities.
• Demonstrated record of proven sales ability and client service abilities.
• Proven written and verbal communication skills.
• Established interpersonal and negotiating skills.
• Advanced math proficiency.

With roots tracing back to 1879, Alerus is a diversified financial services company that focuses on helping clients achieve financial wellness through personalized guidance. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. We have offices in Arizona, North Dakota, New Hampshire, Michigan and Minnesota.

Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Please apply online via our website: https://alerus.com/about/careers/