Senior Wealth & Trust Advisor

First Dakota National Bank; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

First Dakota National Bank is seeking a full-time Wealth & Trust Officer for its Yankton location. Candidates will direct and coordinate activities related to investment agency, IRA, trusts, and probate estates. Essential duties involve business solicitation, estate planning coordination, and investment management.

A Bachelor's degree and five years of experience are required, with preference for candidates holding CPA or CFP designations. The role demands excellent communication, attention to detail, and strict adherence to confidentiality.

Qualifications

• 5 years of related experience and/or training for the position.
• Ability to communicate effectively with diverse clientele.
• Must maintain strict confidentiality and comply with all bank policies.

Responsibilities

• Solicits business from potential clients.
• Coordinates establishment of clients' estate plans.
• Prepares annual account reviews for the Account Review Committee.

Skills

Attention to detail

Organizational skills

Effective communication

Teamwork

Education

Bachelor's degree (B.A/B.S)

JD, CPA, CTFA, or CFP designation (preferred)

Job description

First Dakota National Bank is seeking a full-time Wealth & Trust Officer for its Yankton location. Candidates will direct and coordinate activities related to investment agency, IRA, trusts, and probate estates. Essential duties involve business solicitation, estate planning coordination, and investment management.

A Bachelor's degree and five years of experience are required, with preference for candidates holding CPA or CFP designations. The role demands excellent communication, attention to detail, and strict adherence to confidentiality.