Wealth Advisor I: Trusted Advisor for High-Value Clients

First Interstate Bank; Sheridan (WY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Generous Paid Time Off (PTO)

401(k) with 6% match

Student debt employer repayment program

Job summary

First Interstate Bank is seeking a Wealth Advisor I for our Sheridan, WY Downtown branch. This position focuses on expanding relationships through comprehensive financial planning, supervising a dedicated team, and ensuring exceptional service retention.

The ideal candidate will have over 10 years of experience in financial planning and the necessary leadership skills to achieve client objectives. The role offers a generous benefits package including competitive PTO and employer retirement contributions.

Qualifications

• 10+ years of experience in financial planning, trust, investment, or equivalent.
• Ability to prioritize workload and adapt under pressure.
• Ability to effectively present information to diverse audiences.

Responsibilities

• Leads expansion of Wealth Management and Bank relationships.
• Delivers Wealth Management solutions tailored to client goals.
• Monitors client financial plans to ensure retention.

Skills

Excellent interpersonal and communication skills

Understanding of banking and wealth management products

Leadership and management skills

Analytical skills

Team oriented

Proficient with Microsoft Word, Excel, and PowerPoint

Education

Bachelor's Degree

Master's Degree (preferred)

Job description

First Interstate Bank is seeking a Wealth Advisor I for our Sheridan, WY Downtown branch. This position focuses on expanding relationships through comprehensive financial planning, supervising a dedicated team, and ensuring exceptional service retention.

The ideal candidate will have over 10 years of experience in financial planning and the necessary leadership skills to achieve client objectives. The role offers a generous benefits package including competitive PTO and employer retirement contributions.