Wealth Advisor I
First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Interpersonal communication","Leadership","Analytical thinking","Client-facing communication","Teamwork"]Lead and grow Wealth Management and First Interstate Bank relationships through comprehensive financial planning for high-valued clients. Deliver advice and solutions across asset protection, asset management, and retirement/IRA, while designing and monitoring client financial plans. Serve as clients’ “Trusted Advisor” by ensuring exceptional service, retention, and timely problem resolution. You’ll also support sales activities, attend leadership meetings and training, and participate in committees and community organizations.

