Wealth Advisor II

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

This position is located at our Bozeman, MT Main branch.

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.

SUMMARY

The Wealth Advisor II will lead expansion of existing, and develop, new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. This 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’s comprehensive financial plan.
• Retains high-valued client relationships through customer service that meets Wealth Management and First Interstate Bank's standard for service and retention, evolving in First Interstate Bank 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.
• Participates in Bank officer, staff, call meetings, and 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

Perform all duties and responsibilities consistent with First Interstate Bank, Wealth Management, Broker, Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.

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

LICENSES AND CERTIFICATIONS

• Certified Trust and Financial Advisor (CTFA) preferred
• Certified Public Accountant (CPA) preferred
• Certified Financial Planner-CFP Board preferred
• Chartered Financial Analyst (CFA) preferred
• Certified Investment Management Analyst (CIMA) preferred
• FINRA Licenses 7, 66, or 7, 63,65 preferred

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

• 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

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier-free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position.

We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law.

We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and Title I of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us Monday through Friday, 8 am to 5 pm MST at [e-mail].

All applicants must pass pre-employment screenings including a background check. First Interstate BancSystem participates in E‑Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS). E‑Verify Notice English or Spanish Right to Work Notice English or Spanish