Top 13 Personal Financial Advisors Jobs in Grand Forks, ND

Wealth Associate
Alerus Financial —Grand Forks, ND
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
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Financial Representative
Northwestern Mutual —Grand Forks, ND
- $36,085 - $73,971 a year
- Full-time
- Background check
- Sales
- Office
- Disability insurance
- Health insurance
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Financial Advisor
First Command Financial Services, Inc. —Grand Forks, ND
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Area Director Finance-Grand Forks ND
US Foods, Inc. —Grand Forks, ND
- $100,000 - $155,000 a year
- Full-time
- CPA
- Bachelor of Science
- Office
- Employee stock purchase plan
- Disability insurance
1d
Branch Office Administrator
Edward Jones —Crookston, MN
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
23h
Financial Advisor
AMERICAN FEDERAL BANK —Grand Forks, ND
- $75,000 - $100,000 a year
- Mid-level
- Finance
- Business
- Paid time off
Quick Apply
Insurance Agent - Crookston, MN
COUNTRY Financial —Crookston, MN
- Full-time
- Mid-level
- Office
- Bachelor's degree
Retail Part Time Team Lead
Office Depot —Grand Forks, ND
- $16 - $18 an hour
- Part-time
- Merchandising
- Mid-level
- High school diploma or GED
- Commuter assistance
- Health savings account
2h
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

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Financial Representative
Northwestern Mutual —Grand Forks, ND
Extensive training and coaching from certified trainers, support to acquire necessary licensing. Be responsible for efficiently and effectively driving sales…
$36,085 - $73,971 a year
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Financial Representative
Modern Woodmen of America —North Dakota
Ability to obtain required state insurance and/or securities licenses _(training and support provided)_. Build and manage your own client base with ongoing…
$50,000 - $100,000 a year
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This is a project-based assignment, with employment expected to continue through the completion of the scanning initiative; the duration will vary based on…
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Personal Financial Advisors jobs near Grand Forks, ND

Wealth Associate

Alerus Financial -
Grand Forks, ND

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Job Details

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
Employee stock ownership plan
Opportunities for advancement
Bereavement leave

Qualifications

Finance advising
Document compliance management
Managing customer accounts
Customer communication
Investment advisory support
Financial services customer support
Account maintenance
Regulatory compliance
Bank transfers
Promoting bank products
Money transfers
Client file management
Associate's degree in finance
Mid-level
Accurate transaction records management
Finance
Managing clients in a customer support role
Managing clients in a finance role
Financial product expertise
Customer relationship management
Compliance documentation
Investment account customer support
Deposits
Handling account queries
Cross-functional collaboration
Associate's degree
Account management
2 years
Communication skills
Account opening

Full Job Description

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:
Wealth Associates support Wealth Advisors in enhancing existing relationships and developing new business opportunities. Wealth Associates are part of the team of wealth experts assisting clients in their selection of Alerus products and services to ensure the client successfully achieves their financial wellness goals. This position is responsible for ensuring the support and fulfillment of the selected products and services happens seamlessly.

WHAT YOU’LL BE DOING:

Facilitate the onboarding process for new clients, ensuring all necessary documentation is complete and service expectations are set.
Collaborate with wealth advisors, product specialists, and other team members to meet client needs and achieve their financial goals.
Provide prompt and effective communication to client inquiries, document interactions in the CRM, and keep advisors informed of any updates.
Ensure that all necessary client documentation is collected, retained, and compliant with company policies and regulatory requirements.
Handle day-to-day transactions, including deposits, distributions, transfers, and account maintenance, while maintaining accuracy and attention to detail.
Regularly review accounts for compliance, overdrafts, and necessary maintenance, taking action as appropriate to ensure account health.
Work on building a general understanding of basic financial planning concepts including depository products, investments, lending, and insurance protection planning.

WHAT YOU SHOULD HAVE:

Associate's degree in finance or related field or equivalent work experience.
2 years of experience working with clients and CRM.
Strong organizational, time management, and problem-solving skills and the ability to multi-task.
Self-motivated, team-oriented, and passionate about improving client’s financial wellness, with the ability to maintain professionalism under stress.
Proven client service abilities with strong verbal/written communication.

WHAT WE BRING TO THE TABLE:

Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.

The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.

Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

Personal Financial Advisors jobs in Grand Forks, ND

Wealth Associate

Financial Representative

Financial Advisor

Area Director Finance-Grand Forks ND

Branch Office Administrator

Financial Advisor

Insurance Agent - Crookston, MN

Retail Part Time Team Lead

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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