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.

Physical Demands and Working Environment

• Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
• Sitting - Frequently
• Standing - Occasionally
• Noise Level - Moderate
• Clinical Setting - Not Applicable
• Typical Work hours - M-F (8-5)
• Regular and Predictable Attendance - Required
• Travel in-state and out-of-state - as needed