Wealth Advisor II

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 10+ yearsEducation: bachelorsSkills: ["Customer service","Leadership","Problem resolution","Client relationship management"]

Lead the expansion and development of Wealth Management and First Interstate relationships through comprehensive financial planning. Serve as a trusted advisor to high-valued clients, designing and monitoring plans across asset protection, asset management, retirement, IRAs, and banking solutions. Manage sales and client relationship activities for your team, while working with bank officers, staff, committees, and community groups to grow visibility and retain client relationships.

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First Interstate BancSystem
First Interstate BancSystem
3 days ago

Wealth Advisor II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Lead the expansion and development of Wealth Management and First Interstate relationships through comprehensive financial planning. Serve as a trusted advisor to high-valued clients, designing and monitoring plans across asset protection, asset management, retirement, IRAs, and banking solutions. Manage sales and client relationship activities for your team, while working with bank officers, staff, committees, and community groups to grow visibility and retain client relationships.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Manager level

Key Responsibilities

  • •Expand and enhance Wealth Management and Bank relationships to high-valued clients using comprehensive financial planning.
  • •Deliver wealth management and banking solutions for asset protection, asset management, retirement, IRAs, and banking.
  • •Design, implement, update, and monitor clients’ comprehensive financial plans.
  • •Retain high-valued client relationships through service that meets company standards as the client’s Trusted Advisor.
  • •Lead sales activities, client relationship management, and problem resolution for your team.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

  • •Bachelor's Degree required.
  • •10+ years of experience in financial planning, trust, investment, and/or an equivalent combination of education and experience.
  • •Must perform duties in accordance with First Interstate Bank, Wealth Management, Broker, Dealer, SEC, FINRA, and applicable state and federal rules, regulations, and policies.
  • •Master's Degree preferred.
  • •Preferred FINRA licenses and/or certifications including FINRA 7, 66, or 7, 63, 65; CTFA/CPA/CFP/CFA/CIMA are preferred.
Experience:10+ yearsWealth managementFinancial planningTrustInvestments
Education:Bachelor's
Skills:Customer serviceLeadershipProblem resolutionClient relationship management
Licenses:FINRA 7FINRA 66FINRA 63FINRA 65
Certifications:CTFACPACFPCFACIMA

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn