Senior Wealth Associate: Client Onboarding & Growth
alerusFargo (ND)
Senior Wealth Associate: Client Onboarding & Growth
Posted 9 days ago
alerusFargo (ND)
SENIORITY
Senior
About the role
Alerus Financial is seeking a Senior Wealth Associate to support Wealth Advisors, enhancing existing relationships and developing new business opportunities. You will help clients select Alerus products and guide them toward achieving their financial wellness goals, ensuring seamless fulfillment of services.
You will mentor Wealth Associates and collaborate with advisors and product specialists to meet client needs and regulatory requirements, while maintaining high standards of service.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.