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Wealth Management Officer

Executive Recruiting Consultants

Sioux Falls, SD 57104

Posted/Updated: 12 days ago

Job 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.
Job Requirements
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
tpeper@ercjobs.com


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