Wealth & Fiduciary Advisor

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achievetheirfinancialgoals. We are driven by a shared commitment to always do the right thing;leading with integrity and providing valued advice and guidance to our value theexpertiseandskillsetseach team member provides and encouragecollaborationinnovation adaptability and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements andgrowthwe foster long-term relationships with clients andteam members. We are proud to be recognized as a Top Workplace bynumerousindustryand regionaloutlets.

CORE VALUES:Passion forExcellence::Success is NeverFinal:: Do theRightThing :: One Alerus

ABOUT THE ROLE:

The Wealth & Fiduciary Advisor serves as a trusted relationship manager and fiduciary expert for affluent and highânetâworth individuals families and related entities. This role is responsible for the administration of trusts estates and other fiduciary relationships while coordinating closely with clients internal partners and external professional advisors to ensure exceptional service regulatory compliance and longâterm client satisfaction. The advisor combines deep fiduciary and estate administration expertise with strong relationship management and business development skills supporting both ongoing fiduciary administration and legacy-focused planning across generations.

WHAT YOULL BE DOING:

• Administer investment management agencies IRAs personal trusts estates conservatorships and other fiduciary accounts in accordance with governing documents fiduciary law investment policy statements and internal policies.
• Interpret trust agreements wills estate plans court orders and related documents to ensure accurate and compliant administration.
• Manage trust funding distributions terminations and estate settlement activities including probate and postâdeath administration.
• Ensure compliance with applicable state and federal fiduciary tax and regulatory requirements.
• Review and coordinate income estate gift and generationâskipping transfer tax considerations with internal and external partners. Serve as the primary relationship manager and fiduciary advisor for assigned client relationships.
• Provide proactive clear and timely communication to clients and beneficiaries.
• Participate in client meetings and discussions related to estate planning wealth transfer fiduciary structures and legacy objectives.
• Deliver a highâtouch client experience focused on trust accountability and longâterm relationships.
• Partner with internal wealth advisors investment teams portfolio managers and operations colleagues to deliver integrated solutions.
• Coordinate closely with external attorneys CPAs trust officers and other professional advisors.
• Act as a fiduciary subjectâmatter resource for colleagues and crossâfunctional teams.
• Support the onboarding of new fiduciary relationships.
• Participate in business development efforts client introductions and professional networking activities.
• Contribute to the growth and retention of fiduciary and wealth management relationships consistent with the organizations values and culture.

WHAT YOU SHOULD HAVE:

• Bachelors degree required.
• CTFA designation strongly preferred or required; candidates without designation may be expected to obtain within a defined timeframe.
• CPA JD or CFP preferred but not required.
• 10 years of experience in trust administration estate settlement fiduciary services or a closely related field.
• Demonstrated working knowledge of trust and fiduciary law estate planning concepts and fiduciary taxation.
• Experience working with affluent or highânetâworth clients.
• Strong analytical skills sound judgment and high attention to detail.
• Excellent communication relationship management and collaboration skills.
• High degree of personal integrity and fiduciary accountability.

WHAT WE BRING TO THE TABLE:

• Competitivecompensationincludingbasesalarybonusand/or incentiveopportunities.
• Comprehensivebenefitspackageprovidingawide range ofhealth and well-beingbenefits including medicaldental visionlifeandlong-termdisability insurance; and401(k)andESOPfor retirement savings.
• Generous paid time off programssuch asflexible time offcompany-paid holidaysparental and bereavement leave.
• Learning and development resourcesfor personal and professionalcareer development and advancement opportunities.
• Access to financial experts for guidance financial wellness tools anddiscountson Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

WORK ENVIRONMENT:Workistypicallyperformed in an office required tosit for extended periods of employeeis occasionallyrequired tomove about the officeutilizingproper ergonomic safeguards when doing theemployee mustoccasionally liftormovesuppliesand materialsupto 20 pounds.

The above information in this description has been designed toindicatethe general nature and level of work performed by employees in this is not designed tocontainor be interpreted as an exhaustive list of all responsibilities dutiesand qualificationsrequired ofemployees assigned to this job.

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

Required Experience:

Unclear Seniority