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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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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.

Nationwide

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Budros, Ruhlin & Roe

Columbus, Ohio

Wilcox Arredondo & Co.

Canby, Oregon

ZINER & MURPHY, PC

STONEHAM, Massachusetts

BFG Financial Advisors

Timonium, Maryland

Delta Financial Advisors Inc.

Kensington, Maryland

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Covenant Living

Skokie, Illinois

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Financial Guide
Position Summary:Financial Guides are responsible for enhancing existing relationships and developing new business opportunities. Financial Guides deliver comprehensive financial advice to Alerus clients by serving as their trusted primary point of contact. All financial guides assist clients in their selection of Alerus solutions by recommending appropriate Alerus products and services to ensure the client successfully achieves their financial wellness goals. Financial Guides are expected to focus their time developing new business with existing clients 80% and new clients 20%, approximately. Essential ResponsibilitiesJob Function 1: Client Consultation & Service - 60% Effectively manage, analyz


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