Financial Advisor
Current- Learn client's financial objectives and provide comprehensive financial guidance and planning. - Evaluate a client's financial needs and determine the appropriate service and team to meet those needs including advisors, associates, and product experts. - Deliver comprehensive financial advice to clients, serving as their primary point of contact with a support team of specialists. - Assist clients in their selection of products by recommending appropriate solutions to ensure client successfully achieve their financial goals.- Serve client's financial needs holistically across all Alerus solutions. - Perform regular proactive relationship reviews with clients.