Wealth Advisor I: Lead Wealth & Client Relationships

First Interstate Properties, Ltd.; Sheridan (WY); Sur place; USD 80 000 - 120 000; Plein temps

Avantages offerts par ce poste

PTO plus holidays

Student debt repayment program

401(k) with 6% match

Community involvement and volunteering

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Interpersonal skills

Communication skills

Leadership

Analytical skills

Teamwork

Prioritization

Adaptability

Customer focus

Formation

Bachelor's degree

Master's degree preferred

Outils

Microsoft Word

Microsoft Excel

PowerPoint

Description du poste

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.