We are seeking a relationship-focused CPA who enjoys thoughtful planning and partnering with individuals and families to support their long-term goals and success.
Position Summary:
As a Family Office Advisor, you will work with individuals and families to assess their financial circumstances and develop strategies to achieve both short- and long-term objectives. You will meet with clients to understand their comprehensive financial picture, analyze information, and present meaningful recommendations tailored to their values and goals. In this role, you will engage with diverse business lines to support relationships with high-net-worth individuals and families. You will also collaborate and network across internal and external business lines to build relationships, generate referrals, and provide holistic solutions that meet 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 140 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
Lead with clear direction, providing the necessary tools to delegate and elevate for growth and development of self and other teammates.
- Lead special projects that are assigned that help the team obtain strategic planning goals.
- Support the growth and development of each teammate with learning opportunities.
- Mentor others by helping them develop skills in financial planning, retirement planning, estate planning, and income tax planning for more complex assignments.
- Continually train and build trust among teammates.
- Assist with onboarding and mentoring new teammates in the future.
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.
- Serving our largest and most complex Wealth Advisory and FNB Reserve relationships, working with High Net Worth and Ultra High Net Worth families.
- Help the client discern their financial planning, retirement planning, estate planning, and more complex income tax planning goals.
- Provide insightful strategic planning guidance or suggestions for clients to engage with their personal CPA and Attorney to aid them in making strategic planning decisions.
- Utilize Client Relationship Management software (FSC) to log client interactions and to perform reach-outs at designated intervals.
- Review Daily Transaction History report and monitor Cash balances in all accounts.
- Complete annual Administrative Reviews within established guidelines.
- Establish the appropriate cadence for significant interactions with clients based on our client tiering guidelines.
- Meet with clients to update financial plans and present realistic, meaningful recommendations based on clients' financial situations and goals.
- Conduct financial planning for Wealth Advisory and FNB Reserve clients and make recommendations on advanced techniques and strategies to help them reach their financial goals.
Growth Mindset
Drive continuous growth by actively seeking learning opportunities to advance skill set, embracing a culture of continuous improvement and collaboration for department success, while enthusiastically pursuing ways to achieve defined growth goals.
- Actively pursue training, workshops, or certification opportunities that advance professional knowledge and align with department objectives.
- Proactively apply new skills and insights from learning experiences to daily tasks, adjusting approaches to improve outcomes and efficiency.
- Offer regular, constructive feedback, focusing on growth areas and celebrating progress to reinforce a culture of improvement.
- Approach obstacles as learning opportunities, working collaboratively to identify solutions and adjust strategies as needed.
- Volunteer for new tasks or projects that enhance skill sets and provide additional value to the department.
- Follow up on leads and referrals to engage prospective clients, open new accounts, and bring new assets under management, while utilizing FSC to track leads, referrals, and opportunities.
- Stay abreast of new developments, strategies, and trends in the planning, investment, and family office industry.
Qualifications
Current Certified Public Accountant (CPA) designation required. Bachelor’s degree in accounting, business, or a related field and three or more years of relevant experience in tax preparation and planning, finance, or personal finance preferred.
Skills and Abilities
- Demonstrate a high degree of concern for professional and innovative customer service.
- Demonstrate solution-oriented service to customers.
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication skills.
- Excellent interpersonal and conflict resolution skills.
- Excellent organizational skills and attention to detail.
- Excellent time management skills with a proven ability to meet deadlines.
- Ability to adapt to the needs of the organization and teammates.
What’s in it for you?
- Health Insurance
- Dental & Vision Insurance
- Profit Sharing
- Paid Vacation & Holidays
- Company paid short and long term disability
- Tuition Reimbursement Program
- Employee Banking Perks
- Community Volunteer time
- And More!