Financial Advisor Senior

Profile

Financial Advisor, Senior

The candidate will effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable expert advice and solutions to accomplish a high level of financial wellness. Assist portfolio of clients in selection of financial solutions by serving as the primary point of contact. Learn client’s financial objectives and provide comprehensive financial guidance & planning utilizing the complete Alerus product offering. Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio. Evaluate a client’s financial needs and determine the appropriate service team to meet those needs including advisors, associates and product experts. Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients. Serve consumer clients’ financial needs holistically across all solutions, utilizing the Alerus playbook approach. Proactively solicit new business opportunities with existing clients through the relationship review process including opportunities identified by CRM software. Place calls to prospective clients to discuss their financial needs and objectives by making outside sales calls, channel contacts, and through other forms of network building. Actively represent Alerus in the marketplace by establishing a network of influencers, active involvement in community organizations (i.e. Chamber, Rotary, etc.) and participation in networking organizations. Utilize CRM software to track new opportunities and schedule prospecting follow-up communication. Maintain an expert level of knowledge encompassing the financial services industry, stay current on trends that impact Alerus’ relevancy in its competitive space. Maintain an advanced understanding of complex financial planning concepts including credit, depository products, investments, income and estate tax planning, protection planning, charitable planning, liquidity planning, and trusts. Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills. Build solid working relationships with team members, acting as a resource for others including a commitment to the professional development of personal financial guides, business advisors, and associates.

Additional Information

Requisition Number: FINAN002929.

Company info

Alerus Financial.
120 South 6th St. Suite 200
Minneapolis
Minnesota
United States 55402
Website : https://www.alerus.com