Wealth Advisor II

First Interstate Properties, Ltd.; Bozeman (MT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous PTO

401(k) with 6% match

Community involvement

Job summary

First Interstate Bank seeks a Wealth Advisor II in Bozeman, MT to grow existing Wealth Management relationships and develop new ones through comprehensive financial planning. You will lead a relationship team, supervise and motivate staff, and provide trusted advisory services to high-value clients.

The role requires extensive experience in financial planning, strong regulatory knowledge, and a commitment to exceptional client service within our wealth management division.

Qualifications

• Bachelor's degree required; Master's degree preferred.
• 10+ years experience in financial planning, trust, investment and/or equivalent combination of education and experience.
• Certifications or FINRA licenses are preferred (CTFA, CPA, CFA, CIMA; FINRA 7/66 or 63/65).

Responsibilities

• Expands and enhances Wealth Management and Bank relationships with high-valued clients through comprehensive financial planning to meet goals.
• Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement, IRA, and banking.
• Leads design, implementation, monitoring of clients' comprehensive financial plan and team activities.
• Acts as leader for sales, client relationship management, and issue resolution for the team.
• Participates in committees, community involvement, and ongoing professional development.

Education

Bachelor's Degree

Master's Degree

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.
• 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
• 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

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
• Typical Work hours - M-F (8-5)
• Regular and Predictable Attendance - Required