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Forum Financial Management

Lincolnshire, Illinois

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Alkon & Levine PC

Massachusetts

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Hanmi Bank

Los Angeles, California

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Pittman & Brooks PC

Portland, Oregon

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Springer Nature

Jersey City, New Jersey

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OMS National Insurance Company

Schaumburg, Illinois

Horizon Wealth Management

La Grange, Illinois

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Access Financial Services, Inc.

Minneapolis, Minnesota

Asset Planning Corporation

KNOXVILLE, Tennessee

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Tate & Lyle

Hoffman Estates, Illinois

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Moisand Fitzgerald Tamayo, LLC

Orlando, Florida

Arch Insurance Group, Inc.

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Budros, Ruhlin & Roe

Columbus, Ohio

Wilcox Arredondo & Co.

Canby, Oregon

ZINER & MURPHY, PC

STONEHAM, Massachusetts

BFG Financial Advisors

Timonium, Maryland

Vertex Accounting Partners, LLC

Downers Grove, Illinois

Delta Financial Advisors Inc.

Kensington, Maryland

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Covenant Living

Skokie, Illinois

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Financial Associate, Senior
Position Summary:Senior Financial Associates are responsible for supporting Business and Financial Advisors in enhancing existing relationships and developing new business opportunities. This position will focus on supporting commercial lending clients in their selection of Alerus products to achieve their financial goals. This position is responsible for ensuring the support and fulfillment of the selected products and services happens seamlessly. Essential Responsibilities: Job Function 1: Client Experience, Service and Retention - 50% Work closely with financial advisors, business advisors, product experts and others as necessary to fulfill client’s financial needs. Ability to manage


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