Senior Trust / Wealth Management Officer

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Adams Inc

TRSD65454 – Senior Trust / Wealth Management Officer – near Sioux Falls, SD
Our client has a long history or taking care of their team and the community they serve. Due to growth in their department, they are looking to add a Senior Wealth Management Officer. They would like to find someone with 5 years of investment and trust experience that currently has their CTFA or CWS certificate, and a JD is also a plus. This person will work closely with their clients, beneficiaries and organizations regarding financial / estate planning and partnering with them on their account’s performance, goal planning, and any other needs. Looking for new relationships to bring our clients excellent services to. This role would primarily focus on personal trust related relationships, estate, farm management, financial planning, conservatorship etc. For more information on this excellent group and opportunity contact Deanna Jackson at (402) 506-6492 or by email at djackson@adams-inc.com


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