Jobs
>
Phoenix

    Financial Advisor - Phoenix, United States - Alerus

    Alerus
    Alerus Phoenix, United States

    1 week ago

    Default job background
    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%

    • 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.

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
  • FusionWorks

    Junior Financial Advisor

    1 week ago

    FusionWorks Phenix City, United States

    Phenix City MLP is looking for a Junior Financial Advisor (m/f/d) in Bonn. · A meaningful and fulfilling role: · - You will develop financial concepts as an independent advisor (m/f/d) and support people in making better career and financial decisions. · - You will accompany your ...

  • Strategy Financial Group

    Financial Advisor

    3 days ago

    Strategy Financial Group Phoenix, United States

    Financial Advisor · Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior ...

  • Thrivent

    Financial Advisor

    2 days ago

    Thrivent Arizona, United States

    Job descriptionBe in Business for Yourself, not By Yourself · Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be succe ...

  • New York Life

    Financial Advisor

    5 days ago

    New York Life Phoenix, United States

    · Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humil ...

  • New York Life - Lance Gillman

    Financial Advisor

    16 hours ago

    New York Life - Lance Gillman Phoenix, United States

    Job Description · Job DescriptionOur mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounde ...

  • Thrivent Financial Services

    Financial Advisor

    1 week ago

    Thrivent Financial Services Arizona, United States

    Job description · Thrivent is a different kind of financial services provider. We believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people ma ...

  • North Star Resource Group

    Experienced Financial Advisor

    4 days ago

    North Star Resource Group Arizona, United States

    North Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. · By jo ...

  • CPS

    Salaried Financial Advisor

    1 week ago

    CPS Phoenix, United States

    Phoenix , AZ · Posted: · 03/27/2024 · Industry: · Employee Benefits & Retirement Services · Job Number: · ME · Pay Rate: · Base $65k - $80k (possibly more) · Remote Friendly: · Experience: · Job Description · Are you tired of commission? You obtained your FINRA licenses ...

  • North Star Resource Group

    Experienced Financial Advisor

    3 days ago

    North Star Resource Group Phoenix, United States

    North Star Resource Group is looking to find a candidate for a financial advising position in Scottsdale, AZ. We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. · By jo ...

  • Carrington College

    Financial Services Advisor

    4 days ago

    Carrington College Phoenix, United States

    Job Description · Job DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our ...

  • Principal Financial Group

    Senior Financial Advisor

    6 days ago

    Principal Financial Group Phoenix, United States

    A career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · Y ...

  • Principal Financial Group

    Senior Financial Advisor

    1 week ago

    Principal Financial Group Phoenix, United States

    A career with more potential You're a successful financial professional. So why should your practice be held back from its full potential? When you partner with Principal, you'll have the freedom to grow your practice in a way that works for you. · Let's enhance your business · ...

  • Voya Financial Advisors Inc

    Voya Phoenix Financial Advisor

    1 week ago

    Voya Financial Advisors Inc Phoenix, United States

    Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Phoenix area to work plan sponsor relationships. · This position will be respo ...

  • Voya Financial Advisors

    Voya Phoenix Financial Advisor

    5 days ago

    Voya Financial Advisors Phoenix, United States

    Job Description · Job DescriptionVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Phoenix area to work plan sponsor relationship ...

  • Trellis

    Homeownership Advisor/Financial Coach

    1 week ago

    Trellis Phoenix, United States

    Job Description · Job DescriptionThe Homeownership Advisor/Financial Coach provides individualized counseling and education services to Trellis clients and leadership to the Homeownership Center. The Homeownership Advisor/Financial Coach will assist the Chief Homeownership Office ...

  • Aurora Technologies

    Trainee Business Advisor for Financial Solutions

    1 week ago

    Aurora Technologies Glendale, United States

    About the Company · Since 1969, we have been advising academics throughout Germany on all professional and financial matters, from study planning to career start, initial insurance questions, setting up a practice, buying a property, and retirement and investment planning. · How ...

  • GIIG

    Merrill Lynch Financial Advisor Development Program

    1 week ago

    GIIG Phoenix, United States

    Job Description · Job Description · Job description: · THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR · Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best ...

  • Equitable Services

    Financial Advisor

    4 days ago

    Equitable Services Scottsdale, United States

    Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a posit ...

  • Key Wealth Management

    Financial Advisor

    6 days ago

    Key Wealth Management Scottsdale, United States

    As part of the applicant process, it's necessary to take this survey. Take the survey here: · Key Wealth Management is a fast-growing wealth management firm founded with a vision of Women Empowering Women. Our mission is helping clients live a life they love and helping them liv ...

  • Equitable Services

    Financial Advisor

    1 week ago

    Equitable Services Scottsdale, United States

    Financial Advisor - AZ, Scottsdale OG ) · **Primary Location** : UNITED STATES-AZ-SCOTTSDALE · **Organization** : Equitable Advisors · **Description** · **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our m ...