Wealth Advisor

Wealth Advisors enhance existing relationships and develop new business opportunities. Wealth 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 advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their financial wellness goals.

Wealth Advisors are expected to focus their time on developing new business with existing clients 60% and new clients 40%, approximately.