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Financial Services Professional

1 month ago

Denver, Colorado, United States Alerus Financial, N.A. Full time
Financial Advisor

We are seeking a highly skilled and experienced Financial Advisor to join our team at Alerus Financial, N.A. As a key member of our team, you will be responsible for delivering comprehensive financial advice to our clients, serving as their trusted primary point of contact and working closely with a team of specialists.

Key Responsibilities:
  • Client Consultation & Service: Effectively manage, analyze, and grow a portfolio of high net worth clients, providing knowledgeable advanced advice and solutions to achieve a high level of financial wellness.
  • New Business & Client Development: Proactively solicit new business opportunities with existing clients through the relationship review process, including opportunities identified by CRM software.
  • Professional & Personal Development: Maintain an advanced level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus' relevancy in its competitive space.
Requirements:
  • 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.
Personal Characteristics:
  • Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
  • Effective communication skills and willingness to work with a team.
  • Strong organizational and time management skills.
  • Ability to manage multiple phases of the sales process.

Alerus Financial, N.A. is an equal opportunity employer and welcomes applications from diverse candidates. We offer a competitive compensation package and opportunities for professional growth and development.