Financial Services Professional

2 days ago

Minneapolis, Minnesota, United States Alerus Full time
Job Summary

We are seeking a highly skilled Financial Advisor to join our team at Alerus Financial. As a key member of our team, you will be responsible for delivering comprehensive financial advice to our clients, enhancing existing relationships, and developing new business opportunities.

Key Responsibilities
  • Manage a portfolio of high net worth clients, providing advanced financial advice and solutions to achieve a high level of financial wellness.
  • Assist clients in selecting financial solutions, serving as the primary point of contact.
  • Learn clients' financial objectives and provide comprehensive financial guidance and planning using the Alerus product offering.
  • Evaluate clients' financial needs and determine the appropriate service team to meet those needs.
  • Update CRM software to capture client activity, schedule follow-up actions, and onboard clients.
  • Serve clients' financial needs holistically across all solutions, utilizing the Alerus playbook approach.
Requirements
  • Bachelor's degree in Business, Finance, or a related field, or equivalent work experience.
  • 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).
  • Maintain an active financial services license.
  • Demonstrated expertise in assessing clients' 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.
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.
  • Passionate about serving clients to positively impact their financial wellness.
  • Proven problem-solver.
  • Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.

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