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CollegeSage LLC Logo
CollegeSage LLC

Wellesley, Massachusetts

Advantage College Planning

Apex, North Carolina

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Elite Scholars of China

United States - Nationwide

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Saint Mary's College

Notre Dame, Indiana

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Central Electric Power Co-op, Inc.

Columbia, South Carolina

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American Retirement Association

Arlington, VA

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John Brown University

Siloam Springs, Arkansas

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Geneva College

Beaver Falls, Pennsylvania

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Azusa Pacific University

Azusa, California

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Antilles School

St Thomas, U.S. Virgin Islands

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The Galloway School

Atlanta, Georgia

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The Galloway School

Atlanta, Georgia

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Fountain Valley School

Colorado Springs, Colorado

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St. Catherine University

St Paul, Minnesota

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Walnut Hill School for the Arts

Natick, Massachusetts

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University of Michigan - Ann Arbor

Ann Arbor, Michigan

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University of Michigan - Ann Arbor

Ann Arbor, Michigan

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University of Michigan - Ann Arbor

Ann Arbor, Michigan

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Windward School

Los Angeles, California

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University of Michigan - Ann Arbor

Ann Arbor, Michigan

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California State University, Fullerton

Fullerton, California

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MultiCare Health System

Puyallup, Washington

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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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