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Wealth Management Officer – Sioux Falls, SD

Wealth Management Officer – Sioux Falls, SD

Published
August 13, 2024
Location
Sioux Falls Area, SD
Category
Contact Name
Travis Peper

Description

WEALTH MANAGEMENT OFFICER

COMPANY PROFILE:

Our client is a privately owned public trust company that works both internationally and domestically, with offices in the US and abroad. This is an opportunity to join a very successful company in an industry that is thriving right now in the Sioux Falls, SD area. Here you can expect a family-friendly working environment, generous benefit package, and a place that you can grow in your career because they offer continued training.

WHAT THE COMPANY WILL OFFER YOU:

  • $80,000 - $110,000
  • Benefits: Health & Dental Insurance
  • 401k
  • PTO
  • Holiday Pay

THE ROLE YOU WILL PLAY:

  • Offer tax and estate planning services using various trust instruments for clients.
  • Advise foreign clients on foreign trust arrangements.
  • Work with clients and their advisors to develop comprehensive wealth planning strategies.

BACKGROUND PROFILE:

  • Juris Doctorate
  • 3+ Years of Experience in Trust/Wealth Management
  • Foreign Trust Experience a Plus.
  • Excellent written and verbal communication skills.

 

Contact:

Travis Peper

(605) 428-6149

[email protected]

 

 

 

 

 

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