Senior Trust & Estate Planner - Lead, Mentor & Grow Wealth

The First National Bank in Sioux Falls; Sioux Falls (SD); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

Dental & Vision Insurance

Profit Sharing

Paid Vacation & Holidays

Tuition Reimbursement Program

Employee Banking Perks

Community Volunteer time

Job summary

A community bank in South Dakota seeks a Senior Personal Trust and Estate Planning Officer responsible for independently managing fiduciary accounts and mentoring teammates. This role requires strong communication and leadership skills, as well as deep knowledge of estate law. The ideal candidate will provide expert guidance to clients, especially High Net Worth families, ensuring alignment with estate planning goals. Competitive benefits include health insurance, paid vacation, and tuition reimbursement.

Qualifications

• Seven or more years of relevant work experience in trust administration or legal practice.
• Expertise in estate planning.
• Ability to explain complex estate planning concepts.

Responsibilities

• Lead and mentor Personal Trust teammates.
• Manage complex client relationships, especially High Net Worth families.
• Provide expert guidance on estate planning strategies.

Skills

Facilitation and coaching

Excellent verbal and written communication

Deep knowledge of trust and estate law

Interpersonal and conflict resolution skills

Excellent organizational skills

Time management

Education

Advanced degree (Juris Doctor preferred)

Professional Certification (CFP, CTFA, CFIRS preferred)

Job description

A community bank in South Dakota seeks a Senior Personal Trust and Estate Planning Officer responsible for independently managing fiduciary accounts and mentoring teammates. This role requires strong communication and leadership skills, as well as deep knowledge of estate law. The ideal candidate will provide expert guidance to clients, especially High Net Worth families, ensuring alignment with estate planning goals. Competitive benefits include health insurance, paid vacation, and tuition reimbursement.