Wealth Associate — Client Onboarding & Support
Job in
Grand Forks, Grand Forks County, North Dakota, 58203, USA
Listed on 2026-08-31
Listing for:
Alerus
Full Time
position Listed on 2026-08-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
Alerus in Grand Forks, North Dakota is seeking a Wealth Associate to support Wealth Advisors by onboarding new clients, coordinating documentation, and guiding clients through product choices to help them achieve their financial wellness goals. This role contributes to a team focused on integrity, client service, and thoughtful financial planning.
You will collaborate with wealth advisors, product specialists, and other team members to meet client needs, provide prompt communication, and keep
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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