Alerus · 1 day ago
Wealth Management Advisor
Rochester, MN
Full-time
Onsite
Mid, Senior Level
$30K/yr - $60K/yr
5+ years expAlerus is a commercial wealth bank and national retirement provider dedicated to helping clients achieve their financial goals. The Wealth Management Advisor role involves managing high-net-worth client portfolios, delivering comprehensive financial advice, and developing new business opportunities while maintaining strong client relationships.
BankingFinancial ServicesVenture Capital
Responsibilities
Manage and grow a portfolio of high-net-worth clients, providing advanced financial advice and solutions
Serve as the primary point of contact for clients, assisting them in selecting financial solutions
Perform regular proactive relationship reviews and evaluate clients' financial needs
Update CRM software to capture client activity and schedule follow-up actions
Proactively solicit new business opportunities with existing clients and prospective clients
Represent Alerus in the marketplace by building a network of influencers and participating in community organizations
Maintain advanced knowledge of financial planning concepts, including loans, investments, and protection planning
Develop understanding of estate planning, charitable giving, trusts, and tax management
Pursue continuing education and self-development to enhance skills
Build solid working relationships with team members and support their professional development
Qualification
Required
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
Ability to attract and retain high net worth clients
Expertise in assessing a client's financial needs and making proactive recommendations
Previous experience utilizing CRM software to track and manage sales opportunities
Record of proven sales ability and client service abilities
Proven written and verbal communication skills
Established interpersonal and negotiating skills
Advanced math proficiency
Benefits
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
Company
Alerus
Alerus (Nasdaq: ALRS) is a commercial wealth bank and national retirement services provider.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-09-12IPO
Leadership Team
Al Villalon
Executive Vice President, Chief Financial Officer at Alerus (NASDAQ: ALRS)
Kris Compton
Chief Operating Officer
Recent News
2026-01-05
Morningstar.com
2025-12-30
2025-09-02
Company data provided by crunchbase