Senior Trust Advisor

4 weeks ago


Sioux Falls, South Dakota, United States First PREMIER Bank Full time
Job Description

As a Senior Wealth Advisor at First PREMIER Bank, you will provide comprehensive trust and investment services to our high-net-worth clients. Your expertise in estate settlement, income distribution, and multi-generational taxation will be invaluable in helping our clients achieve their financial goals.

Key Responsibilities
  • Provide fiduciary and trust services to clients, ensuring their financial well-being and security.
  • Develop and implement customized investment and financial plans to meet the unique needs of each client.
  • Collaborate with cross-functional teams to expand our wealth management services and build strong relationships with clients.
  • Stay up-to-date on industry trends and regulatory changes to ensure our clients receive the best possible advice.
Requirements
  • Extensive knowledge of trust and estate settlement laws and regulations.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent interpersonal and relationship-building skills, with the ability to work effectively with clients, colleagues, and other stakeholders.

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