Senior Trust & Wealth Advisor

American Bank & Trust; Sioux Falls, Northern (SD, KY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team. The position emphasizes growth in AUM, proactive prospecting, and ensuring compliance with banking regulations.

Responsibilities include coordinating investments, estate planning support, and staff education to maximize referrals and client satisfaction. Strong ethics and confidentiality are essential for success.

Qualifications

• Bachelor’s degree in Business, Finance or Accounting or equivalent combination of education and experience.
• Specialized training in trust and wealth management.
• Certified Trust and Financial Advisor or Certified Financial Planner designation preferred.

Responsibilities

• Develop and manage trust/wealth relationships to grow AUM.
• Prospect new trust clients from various sources; present services.
• Educate branch staff to maximize referral opportunities.
• Assist in estate planning strategy and tax planning analyses.
• Develop policies and ensure adherence to procedures.
• Meet sales goals and maintain an active prospect pipeline.
• Coordinate investments and review holdings for accounts.
• Maintain accurate records and comply with regulations.

Skills

Trust & wealth mgmt

Business development

Relationship management

Communication skills

Team collaboration

Confidentiality

Ethical judgment

Education

Bachelor’s in Business/Finance/Accounting

Specialized training in trust & wealth mgmt

CTFA or CFP designation preferred

Job description

American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team. The position emphasizes growth in AUM, proactive prospecting, and ensuring compliance with banking regulations.

Responsibilities include coordinating investments, estate planning support, and staff education to maximize referrals and client satisfaction. Strong ethics and confidentiality are essential for success.