Senior Wealth Advisor & Team Leader

First Interstate Bank; Bozeman (MT); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

PTO + holidays

Student debt repayment

401(k) match

Job summary

First Interstate Bank in Bozeman, MT is seeking a Wealth Advisor II to lead expansion of our Wealth Management relationships through a comprehensive financial planning approach. You will supervise a client team and drive trusted advisor services at the bank’s Main branch.

Responsibilities include expanding high-value client relationships, delivering asset protection, asset management, retirement and IRA solutions, and designing and monitoring comprehensive financial plans with strong community

Qualifications

• Bachelor's degree required.
• Master's degree preferred.
• 10+ years experience in financial planning, trust, investment, and related fields.

Responsibilities

• Expands and enhances Wealth Management relationships to high-valued clients through comprehensive financial planning.
• Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement, IRA, and banking.
• Designs, implements, updates, and monitors clients' comprehensive financial plans.
• Retains high-valued client relationships through exceptional service and trusted-advisor strategy.
• Acts as leader for sales activities, client relationship management, and issue resolution for the team.
• Participates in committees and community engagements to raise visibility.

Skills

Wealth management

Financial planning

Client relationships

Team leadership

Education

Bachelor's degree

Master's degree

10+ years experience in financial planning

Tools

CRM systems

Job description

First Interstate Bank in Bozeman, MT is seeking a Wealth Advisor II to lead expansion of our Wealth Management relationships through a comprehensive financial planning approach. You will supervise a client team and drive trusted advisor services at the bank’s Main branch.

Responsibilities include expanding high-value client relationships, delivering asset protection, asset management, retirement and IRA solutions, and designing and monitoring comprehensive financial plans with strong community