Wealth Advisor II

This position is located at our Bozeman, MT Main branch.

Benefits

• Generous Paid Time Off (PTO) in addition to paid federal holidays
• Student debt employer repayment program
• 401(k) retirement plan with a 6% match

About the role

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.

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

Requirements

• 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
• 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

Qualifications

• Certified Trust and Financial Advisor (CTFA) preferred
• Certified Public Accountant (CPA) preferred
• Certified Financial Planner-CFP Board preferred
• Chartered Financial Analyst (CFA) preferred
• Certified Investment Management Analyst (CIMA) preferred
• FINRA Licenses 7, 66, or 7, 63,65 preferred

Schedule

• Typical work hours: Monday–Friday, 8:00 AM–5:00 PM
• Regular and predictable attendance required

Physical demands

• Dexterity of hands/fingers to operate computer keyboard and mouse – Frequently
• Sitting – Frequently
• Standing – Occasionally
• Noise level – Moderate