Wealth Advisor I

First Interstate Properties, Ltd.; Sheridan (WY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

PTO plus holidays

Student debt repayment program

401(k) with 6% match

Community involvement and volunteering

Job summary

First Interstate Bank in Sheridan, WY seeks a Wealth Advisor I to expand existing relationships and develop new ones through comprehensive financial planning approaches.

You will lead a relationship team, supervise team members, and ensure high-level service and retention as the trusted advisor.

Qualifications include a bachelor’s degree and 10+ years of experience; master’s preferred; strong leadership and communication are essential.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• 10+ years of experience in financial planning, trusts, investments, or related areas.
• Strong interpersonal and communication abilities.
• Leadership experience managing a team and client relationships.

Responsibilities

• Expands and enhances Wealth Management and Bank relationships to high-value clients.
• Delivers Wealth Management and Bank solutions for asset protection, management, retirement/IRA, and banking.
• Designs, implements, updates, and monitors client financial plans.
• Ensures retention of high-value client relationships as a trusted advisor.
• Leads sales activities, client relationship management, and issue resolution for the team.
• Complies with applicable regulations and company policies.

Skills

Interpersonal skills

Communication skills

Leadership

Analytical skills

Teamwork

Prioritization

Adaptability

Customer focus

Education

Bachelor's degree

Master's degree preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

What’s Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

• Generous Paid Time Off (PTO) in addition to paid federal holidays.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.
• The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

This position is located at our Sheridan, WY Downtown branch.

SUMMARY

The Wealth Advisor I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach. The position will lead a relationship team and may be responsible for the supervision and motivation of team members.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Expands and enhances existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
• Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
• Designs, implements, updates, and monitors client comprehensive financial plans.
• Ensures retention of high-valued client relationships through customer service that meets Wealth Management and First Interstate’s standard for service and retention evolving in First Interstate serving as the client’s “Trusted Advisor”.
• Acts as the leader for sales activities, client relationship management, problem resolution, and other account related issues for their Team.
• Performs all duties and responsibilities consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
• Participates in bank officer, staff, call meetings, sales training, and professional education and development as determined appropriate by supervisor.
• Participates in assigned committees and teams for the Wealth Management and First Interstate Bank.
• Participates in community organizations that enhance the individual’s and bank’s visibility within the community, state, and nation.
• Performs other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS AND ABILITIES

• Possess excellent interpersonal and communication skills.
• Possess extensive understanding of banking and wealth management products and services.
• Possess excellent leadership and management skills.
• Possess excellent analytical skills.
• Team orientated.
• Ability to prioritize workload and remain adaptable under pressure.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Ability to read, analyze, and comprehend complex issues.
• Ability to apply policies and procedures.
• Ability to effectively present information in one‑on‑one or large group situations to customers, clients, and other employees of the organization.
• Ability to effectively communicate with supervisor.
• Ability to review, analyze, and resolve complex problems.
• Ability to apply common sense understanding to carry out day‑to‑day issues.
• Ability to deal with problems involving several variables.

EDUCATION AND/OR EXPERIENCE

• Bachelor’s Degree required
• Master’s Degree preferred
• 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Sitting - Frequently
• Standing - Occasionally
• Noise Level - Moderate
• Typical Work hours - M-F (8-5)
• Regular and Predictable Attendance - Required
• Travel in‑state and out‑of‑state - as needed