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.