Associate Wealth Advisor

WHO ARE WE : Alerus is a commercial wealth bank and national retirement provider with one core purpose : helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.

CORE VALUES : Passion for Excellence : : Success is Never Final : : Do the Right Thing : : One Alerus

ABOUT THE ROLE :

The Associate Wealth Advisor supports Senior Wealth Advisors in delivering comprehensive financial planning and investment management services to clients as part of an interdisciplinary team. This role is ideal for professionals pursuing or holding the CFP designation and looking to grow into a Senior Advisor role. You'll work closely with clients and colleagues, manage mass affluent client relationships, help prepare financial plans and ensure a seamless client experience.

AIFS professionals offer fiduciary investment and trust services through Alerus Financial, N.A. (Alerus). AIFS representatives may also offer investment and insurance products through Osaic Institutions, Inc., member FINRA / SIPC. Alerus and Osaic Institutions are not affiliated. Products offered through AIFS and / or Osaic Institutions are not FDIC insured, not bank guaranteed, not deposits, and may lose value.

WHAT YOU'LL BE DOING :

Client Relationship Support :

• Support Senior Advisors by assisting in the management of client relationships and by preparing for and participating in client meetings.
• Actively prospect and manage mass affluent client relationships to build an advisory book of business.
• Follow up on client action items and ensure timely execution of deliverables.
• Serve as a secondary point of contact for client inquiries and service needs.

Financial Planning & Analysis :

Investment Support :

Operational & Administrative Tasks :

Team Collaboration & Development :

WHAT YOU SHOULD HAVE :

WHAT WE BRING TO THE TABLE :

WORK ENVIRONMENT : Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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