Financial Services Professional

3 weeks ago


Phoenix, Arizona, United States Alerus Full time
Financial Advisor Role

We are seeking a seasoned Financial Advisor to contribute to our growing team at Alerus Financial. The ideal candidate will possess a strong background in financial services, with a proven track record of delivering comprehensive financial advice to high net worth clients.

Key Responsibilities
  • Client Consultation & Service (50%):
  • Manage and grow a portfolio of high net worth clients, providing advanced financial advice and solutions to achieve 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.
  • Perform regular proactive relationship reviews based on complexity and product or service level.
  • 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.
  • New Business & Client Development (30%):
  • Proactively solicit new business opportunities with existing clients through relationship reviews and CRM software.
  • Place calls to prospective clients to discuss their financial needs and objectives.
  • Represent Alerus in the marketplace by establishing a network of influencers and participating in community organizations.
  • Utilize CRM software to track new opportunities and schedule prospecting follow-up communication.
  • Professional & Personal Development (20%):
  • Maintain advanced knowledge of the financial services industry and stay current on trends impacting Alerus' competitiveness.
  • Develop an understanding of complex financial planning concepts, including loans, depository products, investments, protection planning, and liquidity planning.
  • Assume responsibility for career growth and development, pursuing continuing education and self-development to enhance skills.
  • Build solid working relationships with team members, acting as a resource for others.
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.
  • 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 skills.
  • Proven written and verbal communication skills.
  • Established interpersonal and negotiating skills.
  • Advanced math proficiency.

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



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