Teams at Alerus

Support Wealth Advisors by onboarding clients, handling transactions and account maintenance, documenting CRM interactions, ensuring regulatory-compliant documentation, reviewing accounts for compliance, communicating with clients and team members, and building knowledge of basic financial planning products.

Support Wealth Advisors by onboarding clients, handling transactions and account maintenance, documenting CRM interactions, ensuring regulatory compliance, reviewing accounts, and collaborating with advisors to meet clients' financial goals.

Wealth Advisor manages high-net-worth clients, providing financial advice, developing relationships, handling client portfolios, and using CRM software for tracking. Requires 5 years experience and a relevant degree or equivalent.