What are the responsibilities and job description for the Family Office Advisor position at The First National Bank in Sioux Falls?
Job Description
Job Description
Position Summary :
As a Family Office Advisor, you will partner with individuals and families to assess their financial circumstances and develop strategies to achieve their short- and long-term objectives. You will meet with clients to understand their comprehensive financial picture, analyze the information, and deliver personalized recommendations aligned with their values and goals. In this role, you will engage with our diverse business lines to nurture relationships with high-net-worth individuals and families. You will also network across internal and external business lines to build strong connections, generate referrals, and deliver holistic solutions to address clients' diverse needs.
In addition, our FIRST Values apply to all teammates without exception.
FIRST Values
- Family – We support, trust, and respect each other, our customers, and our shareholders.
- Independence & Innovation – We embrace change as vital to our success.
- Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
- Stewardship – We take care of ourselves so we can take care of others.
- Teamwork – We help each other grow and succeed.
Who we are :
The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 135 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.
The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.
Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.
Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.
Although banking has evolved over the years, our mission and values have not and will not change.
What will you do : Accountabilities
Project / Process Leadership Accountability (PLA)
Lead with clear direction, providing the necessary tools to delegate and elevate for growth and development of self and other teammates.
Client Relationship Management
Monitor client needs by establishing and managing relationships. Deliver exceptional client experience to ensure client retention, additions, and referrals. Facilitate ongoing and effective communication with internal and external stakeholders.
Growth Mindset
Drive continuous growth by actively seeking learning opportunities to advance your skill set, embracing a culture of continuous improvement and collaboration for department success, while enthusiastically pursuing ways to achieve defined growth goals.
Qualifications
Bachelor’s degree in business or related field preferred. Eight or more years or more of relevant work experience in financial and / or tax planning, investment management, personal finance, or a combination of education / experience that would enable incumbent to meet accountabilities and required competencies of the position. Professional Certification (CFP) or (CPA) or (CFA) preferred.
Skills and Abilities
What’s in it for you?
