Wealth & Fiduciary Advisor

Alerus • Grand Forks, ND

14h • Onsite

About The Position

The Wealth & Fiduciary Advisor serves as a trusted relationship manager and fiduciary expert for affluent and high-net-worth 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 long-term 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.

Requirements

• Bachelor’s degree required.
• CTFA designation strongly preferred or required; candidates without designation may be expected to obtain within a defined timeframe.
• 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 high-net-worth 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.

Nice To Haves

• CPA, JD, or CFP preferred but not required.

Responsibilities

• 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 post-death administration.
• Ensure compliance with applicable state and federal fiduciary, tax, and regulatory requirements.
• Review and coordinate income, estate, gift, and generation-skipping 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 high-touch client experience focused on trust, accountability, and long-term 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 subject-matter resource for colleagues and cross-functional 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 organization’s values and culture.

Benefits

• Competitive compensation including base salary, bonus and/or incentive opportunities.
• Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
• Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
• Learning and development resources for personal and professional career development, and advancement opportunities.
• Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
• Support for the communities we live in through paid volunteer time and a company donation match opportunity.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 251-500 employees