Retirement Plan Advisor — Fiduciary Wealth & Growth

Prairie Mountain Bank; Fargo (ND); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Health insurance

Paid holidays

Paid time off (PTO)

Tuition reimbursement

Job summary

Prairie Mountain Bank is seeking a Retirement Plan Advisor in Fargo, ND. The role involves administering fiduciary accounts and developing new business. Responsibilities include managing client relationships, advising on retirement plans, and ensuring compliance with fiduciary duties. Ideal candidates possess a bachelor’s degree and 3–5 years of wealth or banking experience. Competitive compensation package offered.

Qualifications

• Minimum 3–5 years Wealth or Banking experience.
• At least 5 years of business development experience.
• Working knowledge of personal trusts, investments or retirement plans.

Responsibilities

• Administer Retirement Plan accounts to meet established needs.
• Advise clients on employee benefit plan issues.
• Develop new business and manage existing RPS customer relationships.

Skills

Client relationship management

Business development

Financial market knowledge

Effective communication

Time management

Organizational skills

Education

Bachelor’s degree in business administration, finance, or related field

Tools

PC proficiency in Windows

Microsoft Word

Microsoft Excel

Job description

Prairie Mountain Bank is seeking a Retirement Plan Advisor in Fargo, ND. The role involves administering fiduciary accounts and developing new business. Responsibilities include managing client relationships, advising on retirement plans, and ensuring compliance with fiduciary duties. Ideal candidates possess a bachelor’s degree and 3–5 years of wealth or banking experience. Competitive compensation package offered.