Wealth Advisor I

Location

This position is located at our Sheridan, WY Downtown branch.

About the role

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.

Responsibilities

• Expand and enhance existing Wealth Management and Bank relationships to high‑valued clients through comprehensive financial planning designed to achieve client goals and objectives.
• Deliver Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
• Design, implement, update, and monitor client comprehensive financial plans.
• Ensure retention of high‑valued client relationships through customer service that meets Wealth Management and First Interstate’s standards, acting as the client’s “Trusted Advisor.”
• Lead sales activities, client relationship management, problem resolution, and other account‑related issues for the team.
• Perform duties consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
• Participate in bank officer, staff, call meetings, sales training, and professional education and development as determined appropriate by supervisor.
• Participate in assigned committees and teams for Wealth Management and First Interstate Bank.
• Participate in community organizations that enhance the individual’s and bank’s visibility within the community, state, and nation.
• Perform other duties as assigned.

Qualifications

• Bachelor’s Degree required; Master’s Degree preferred.
• 10+ years experience in financial planning, trust, investment, or an equivalent combination of education and experience.

Skills and Abilities

• Excellent interpersonal and communication skills.
• Extensive understanding of banking and wealth management products and services.
• Strong leadership and management capabilities.
• Excellent analytical skills; ability to prioritize workload and remain adaptable under pressure.
• Team‑oriented mindset.
• Proficiency with Microsoft Word, Excel, and PowerPoint.
• Ability to read, analyze, and comprehend complex issues and apply policies and procedures.
• Effective presentation skills for one‑on‑one or large‑group settings.
• Strong problem‑solving abilities, including reviewing, analyzing, and resolving complex problems.
• Common‑sense understanding to carry out day‑to‑day issues and handle multi‑variable problems.

Benefits

• Generous paid time off (PTO) plus paid federal holidays.
• Student debt employer repayment program.
• 401(k) retirement plan with a 6% match.

Schedule

• Typical work hours: Monday – Friday, 8:00 am – 5:00 pm.
• Regular and predictable attendance required.
• Travel in‑state and out‑of‑state as needed.

If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.