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.

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First Interstate BancSystem
First Interstate BancSystem
1 month ago

Wealth Advisor I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

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.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Expand and enhance Wealth Management and Bank relationships for high-valued clients using a comprehensive financial planning approach.
  • •Deliver wealth management and banking solutions for asset protection, asset management, and retirement/IRA needs.
  • •Design, implement, update, and monitor clients’ comprehensive financial plans.
  • •Ensure retention through customer service aligned with Wealth Management and First Interstate service and retention standards.
  • •Lead sales activities, client relationship management, and problem resolution for the team, consistent with applicable regulations and policies.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

  • •Bachelor’s degree required.
  • •10+ years of experience in financial planning, trust, investment, or an equivalent combination of education and experience.
  • •Strong knowledge of banking and wealth management products and services.
  • •Excellent interpersonal and communication skills, including presenting information to clients and customers.
  • •Ability to provide comprehensive financial planning and effectively analyze, review, and resolve complex problems.
Experience:10+ years
Education:Bachelor's
Skills:Interpersonal communicationLeadershipAnalytical thinkingClient-facing communicationTeamwork
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

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