Wealth Advisor I

Summary

The Wealth Advisor I leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach. The 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 comprehensive financial plans.
• Ensures retention of high-valued client relationships through customer service that meets Wealth Management and First Interstate’s standard for service and retention evolving in First Interstate 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.
• Performs all duties and responsibilities consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
• Participates in bank officer, staff, call meetings, 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

• Possess excellent interpersonal and communication skills.
• Possess extensive understanding of banking and wealth management products and services.
• Possess excellent leadership and management skills.
• Possess excellent analytical skills.
• Team orientated.
• Able to prioritize workload and remain adaptable under pressure.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• Ability to read, analyze, and comprehend complex issues.
• Ability to apply policies and procedures.
• Ability to effectively present information in one-on-one or large group situations to customers, clients, and other employees of the organization.
• Ability to effectively communicate with supervisor.
• Ability to review, analyze, and resolve complex problems.
• Ability to apply common sense understanding to carry out day-to-day issues.
• Ability to deal with problems involving several variables.
• 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.

Physical Demands and Working Environment

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Sitting - Frequently
• Standing - Occasionally
• Noise Level - Moderate
• Cybersecurity Awareness Training - Required
• Typical Work hours - M-F (8-5)
• Regular and Predictable Attendance - Required
• Travel in-state and out-of-state - as needed

Compensation & Benefits

• The anticipated pay range for this position is $78,540.00 to $125,730.00 per year in CO and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location.
• Additionally, this role eligible for incentives under the Wealth Management Incentive plan as well as Long-Term Incentives specific to your position.
• Benefits available for this position include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays.
• For more information regarding our benefits, please visit https://www.firstinterstatebank.com/company/about/employee-benefits.php.