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Financial Advisor
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Full-time
- We are looking for an established Financial Advisor to join our growing team.
- 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.
- Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
- Actively represent Alerus in the marketplace by establishing a network of influencers, active involvement in community organizations (i.e. Chamber, Rotary, etc.)
- Maintain an advanced understanding of complex financial planning concepts including loans, depository products, investments, protection planning, and liquidity planning.
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