Alerus
Overview
Join to apply for the
Associate Wealth Advisor
role at
Alerus . 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.
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Join to apply for the
Associate Wealth Advisor
role at
Alerus . 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.
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