Senior Wealth Advisor - Sioux Falls
First Bank & Trust is looking to fill a Senior Wealth Advisor position in Sioux Falls, South Dakota. This person manages and administers all aspects of existing high net worth trust/fiduciary and banking relationships and generates new relationships through proactive calling efforts. This person also facilitates the referral of high-net-worth clients and prospective clients to all other wealth management and banking services, including financial planning, brokerage, investment management, trust/fiduciary, private banking, business banking, retail banking, and mortgage banking services. This person must have a bachelor's degree plus a minimum of five years of prior wealth management, trust administration, investment management, banking, sales, business management, and law/tax practice experience or the equivalent. This person must also have strong interpersonal communication and sales skills as well as be able to work independently and with various other departments within the Wealth Management Group and the bank. Superior organizational, administrative, and technology skills are also required. It is preferred but not required that this person holds the designation of CTFA (Certified Trust Financial Advisor) or AIF (Accredited Investment Fiduciary or a CFP (Certified Financial Planner) or has attained a J.D. in Law from an accredited university and law school. For more information about this position and to apply online, please visit our website at www.bankeasy.com/careers.
Job Type : Full-Time
Education Level : Doctoral