Wealth Advisor II: Lead High-Value Client Relationships

First Interstate Properties, Ltd.; Bozeman (MT); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Generous PTO

401(k) with 6% match

Community involvement

Résumé du poste

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).

Responsabilités

• 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.

Formation

Bachelor's Degree

Master's Degree

Description du poste

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.