Our growing organization is seeking talented professionals who are in search of a challenging and rewarding
work environment! We are currently hiring an Education Consultant in our Edina, MN, Bedford, NH or East Lansing, MI office operating as part of the client relationship management team to service Alerus Retirement & Benefits (ARB) defined
contribution clients. Conducts participant enrollment and education meetings for assigned client group. Provides retirement plan consultation to plan participants on an individual basis. Processes rollovers for participants from assigned plans.
JOB FUNCTION NUMBER 1: Client Service - 75%
Conducts participant enrollment and education meetings for assigned client group. Prepares presentation materials, is familiar with mutual fund performance, and knowledgeable of defined
Conducts one-on-one individual retirement planning meetings with plan participants.
Acts as part of a client relationship team to deliver retirement plan services to ARB clients.
Maintains excellent and timely
communication among all involved members of service team.
Collaborates with Relationship Manager to create, present and execute plan specific education plan for large clients.
JOB FUNCTION NUMBER 2: Materials and Curriculum Development
Works with ARB education team to develop and improve education materials for plan sponsors and participants.
Alerus offers a challenging and rewarding work environment as well as competitive compensation and a comprehensive
benefits package which includes health, dental, vision, paid time off & holidays, retirement benefits, and more!
Alerus is a customer-driven financial services company unlike any other. We are an independent, multibillion-dollar financial
services organization serving customers across the country and around the world. We offer a broad array of banking and wealth management products and services. Our knowledgeable staff assists our customers in identifying and attaining their financial
Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
How to Apply
For more information regarding the responsibilities and qualifications for this opportunity or to apply, visit our website at www.alerus.com/about-us/careers/employment. Go to “View
Jobs” and then select the position titled “Education Consultant”.
We look forward to reviewing your application and thank you for your interest in Alerus Financial!