- Effectively manage, analyze, and grow a portfolio of high net worth clients such as executives, professionals, entrepreneurs, and business owners to provide knowledgeable advanced 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.
Job Function 2: New Business & Client Development - 30% - 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.
Job Function 3: Professional & Personal Development - 20% - Maintain an advanced 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 loans, depository products, investments, protection planning, and liquidity planning.
- Develop an understanding and knowledge of estate planning, charitable giving, trusts, and tax management.
- 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 professional development of personal financial guides, business advisors, and associates.
Position Requirements:
Qualifications: - Bachelor's degree in Business, Finance or related field or equivalent work experience required.
- 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(s) i.e. CFP, CFA, CPA.
- Maintain an active financial services license i.e. Insurance, Investment, and/or Brokerage.
- Demonstrated expertise in assessing a client's 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 abilities.
- Proven written and verbal communication skills.
- Established interpersonal and negotiating skills.
- Advanced math proficiency.
Personal Characteristics: - Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
- Effective communication skills and willingness to work with a team.
- Strong organizational and time management skills.
- Ability to manage multiple phases of the sales process.
- Passionate about serving clients to positive impact their financial wellness.
- Proven problem-solver.
- Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.
Physical Demands - Must be met with or without a reasonable accommodation: - Extended periods of time at a desk and using office equipment.
- Ability to operate a personal computer/laptop for approximately 8 hours per day.
- Extended time is spent reviewing physical and electronic documents.
- The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
- Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
- Will spend most of time in an indoor environment.
- Ability to travel as needed to other markets and locations.
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. -
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Financial Advisor - Scottsdale, United States - Alerus Financial
Description
We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position Summary:
Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact with the support of a team of specialists. All financial advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals. Financial Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.
Essential Responsibilities:
Job Function 1: Client Consultation & Service - 50%
