What are the responsibilities and job description for the Wealth Management Advisor position at Frandsen Bank?
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.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Salary : $60,000 - $85,000
