Wealth Advisor
$30,000–$60,000 year
On-site · Scottsdale, Arizona, United States or Pewaukee, Wisconsin, United States
Job Summary
Financial Advisors manage and grow a portfolio of high-net-worth clients, delivering advanced financial advice and solutions, serving as the primary contact in selecting financial products, and conducting proactive relationship reviews. They are expected to focus on developing new business with existing and prospective clients while representing Alerus in the marketplace. Candidates must possess a Bachelor's degree, 5 years of relevant experience, maintain a financial services license, and show capability in client attraction and retention.
Required Qualifications
- Bachelor's degree in business, finance or related field or equivalent work experience required
- 5 years of financial services experience, working with high-net-worth clients
- Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage
- Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA
- Previous experience utilizing CRM software to track and manage sales opportunities
- Record of proven sales ability and client service abilities
Desired Qualifications
- Ability to attract and retain high net worth clients
- Expertise in assessing a client's financial needs and making proactive recommendations
- Proven written and verbal communication skills
- Established interpersonal and negotiating skills
- Advanced math proficiency
Additional Requirements
- Equal opportunity employer; does not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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