About this role
Wealth & Trust Officer at First Dakota National Bank. Location: Yankton, South Dakota, United States. Role: Solicits business, Interviews clients, Prepares proposals Requirements: Direct and coordinate sale and administration of investment agency, IRA, trusts, probate estates, and conservatorships; build client relationships; ensure regulatory compliance. Category: Finance and Accounting Seniority: Mid Level Certifications: jd, cpa, ctfa, cfp Commitment: Full Time Workplace: Onsite Languages: English