What are the responsibilities and job description for the Wealth Management Advisor position at Frandsen Financial Corporation?
The Wealth Management and Trust Division of Frandsen Bank & Trust is seeking a qualified individual to manage and support existing client relationships and develop new ones in the Grand Forks, East Grand Forks, and Red River Valley region. This position will report directly to the head of Wealth Management & Trust.
The ideal candidate for this role should have a minimum of 3 years of experience in any one or more of the following areas: Trust administration, relationship management, financial planning, qualified plan administration or investment management. You will be responsible for managing and administering various wealth management and trust account relationships, providing an exceptional level of service to our clients.
Attributes of the successful candidate will include the ability to work independently and possess professional, personable characteristics, with strong communication, sales and service skills. CFP, CFA, or CTFA designation helpful, but not required.
Salary range for this role is $60,000 to $85,000 annually depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Salary : $60,000 - $85,000
