Top 30 Wealth management Jobs in South Dakota

Associate Trust Officer
Wealth Enhancement Group —Sioux Falls, SD
- $79,200 - $110,000 a year
- Full-time
- Computer literacy
- Mid-level
- Office
- Profit sharing
- Paid parental leave
3d
Trust Associate
BGM Group —Sioux Falls, SD
- $55,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply
Trust Officer
BGM Group —Sioux Falls, SD
- $110,000 - $130,000 a year
- Full-time
- CPA
- Business development
- Analysis skills
- Paid holidays
- Disability insurance
Quick Apply
3d
Financial Advisor (Training and Mentorship Provided)
Northwestern Mutual —Aberdeen, SD
- $61,000 - $250,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- Health insurance
Quick Apply
Wealth Management Trainee (SD)
Bankers Life —Sioux Falls, SD
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Senior Wealth Management Operations Associate
First PREMIER Bank —Sioux Falls, SD
- Full-time
- 5 years
- Office
- Finance
- Wellness program
- Health insurance
Wealth Advisor
Mariner Wealth Advisors —Sioux Falls, SD
- $85,000 - $100,000 a year
- Full-time
- 5 years
- Research
- Office
Wealth Management Client Associate
Bank of America —Sioux Falls, SD
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Relationship Manager
Liberty National Bank —Sioux Falls, SD
- Email
- Business development
- Bachelor's degree
- Senior level
Chief Wealth Management Officer
The First National Bank in Sioux Falls —Sioux Falls, SD
- Full-time
- Organizational skills
- Senior level
- Leadership
- Profit sharing
- Paid holidays
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Rapid City, SD
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Chief Trust %26 Wealth Management Officer
Adams, Inc. —Sioux Falls, SD
- 5 years
- Office
- Business development
Wealth Management Advisor-Sioux Falls Main
U.S. Bank National Association —Sioux Falls, SD
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
VP, Trust Officer
American Bank & Trust —Sioux Falls, SD
- 5 years
- Office
- Finance
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
1d

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Associate Trust Officer

Wealth Enhancement Group -
Sioux Falls, SD

Apply Now

Job Details

Full-time
$79,200 - $110,000 a year
3 days ago

Benefits

Profit sharing
Paid parental leave
Health savings account
Caregiver leave
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Pet insurance

Qualifications

AI tools proficiency
Prompt engineering
Documentation tools
Generative AI

Full Job Description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have an exciting opportunity in either our Sioux Falls, SD OR Phoenix, AZ for an Associate Trust Officer! The Associate Trust Officer is responsible for administering a portfolio of trust accounts in accordance with governing documents, company policies, and regulatory requirements. This role requires exercising independent judgment, delivering high-quality client service, and collaborating closely with internal teams to ensure operational accuracy and compliance.

This role is an On-site position that can be located either in our Sioux Falls, SD or Phoenix, Arizona office.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $90,000.00 to $110,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

Client and Account Administration

Administer a portfolio of client accounts, including those with complex structures and diverse asset classes.
Serve as the primary contact for clients, advisors, and external partners.
Answer client questions and coordinate delivery of services.
Facilitate and oversee distributions, transactions, and daily account activity.
Maintain ongoing client communication and service delivery.
Review account activity, statements, and fee collection.
Oversee the completion of the tax preparation process.
Perform annual account reviews.
Maintain complete and audit-ready account documentation.
Review onboarding documentation and account closing packages.
Process asset additions, transfers, and revocations.
Ensure timely completion of all assigned projects.

Risk, Compliance, and Governance

Adhere to company policies, procedures, and regulatory requirements, including BSA/AML.
Support audits, examinations, and regulatory interactions.
Complete annual administrative, risk, and investment reviews.
Prepare and present discretionary requests to committee.
Promote a strong compliance culture and support process improvements.

Communication and Team Support

Assist in training and mentoring assigned team members.
Participate in department meetings and initiatives.
Support process consistency and operational improvements.
Partner with and communicate frequently and effectively with Financial Advisors and clients’ attorneys on all trust and estate matters.
Attend and coordinate with external client advisors, including accountants, attorneys, and family offices.
Other projects and duties as assigned.

Education/Qualifications

Bachelor's degree or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, education
Minimum of 2 years’ experience in the trust industry preferred.
Well-developed written and verbal communication skills with the ability to interact effectively at all organizational levels.
Strong organizational skills and attention to detail.
Experience with Microsoft Office Suite.
CTFA designation a plus.
Salesforce experience a plus.
AI Literacy as demonstrated ability to effectively use AI tools and technologies in daily work tasks.
Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards.
Comfort with learning new AI applications and understanding their appropriate use cases and limitations.

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $79,200.00 - $110,000.00. However, the base salary range bolded above ($90,000.00 to $110,000.00) is what we expect to pay as a starting range for this position.

#LI-HB1
#LI-Onsite

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Apply Now

Refine Your Search

wealth management jobs in south dakota

Associate Trust Officer

Trust Associate

Trust Officer

Financial Advisor (Training and Mentorship Provided)

Wealth Management Trainee (SD)

Senior Wealth Management Operations Associate

Wealth Advisor

Wealth Management Client Associate

Wealth Management Relationship Manager

Chief Wealth Management Officer

Financial Advisor

Chief Trust %26 Wealth Management Officer

Wealth Management Advisor-Sioux Falls Main

VP, Trust Officer

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Investment Advisor

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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