First Interstate BancSystem Wealth Advisor I in Kalispell, Montana
\*\*If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
This position is located at ourKalispell Main branch.
Lead expansion of existing and develop new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. The individual will lead a relationship team and may be responsible for the supervision and motivation of team members.
ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
Expand and enhance existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
Shall deliver Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
Design, implement, update, and monitor client's comprehensive financial plan.
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".
The leader for sales activities, client relationship management, problem resolution and other account related issues for their Team.
Perform 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.
Actively participate in Bank officer, staff, call meetings, and sales training and professional education and development as determined appropriate by supervisor.
Participate in assigned committees and teams for the Wealth Management and First Interstate.
Actively participate in community organizations that enhance the individual's and bank's visibility within the community, state and nation.
To perform this job successfully, an individual must be able to complete each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION and/or EXPERIENCE
Bachelor's degree (BS or BA) from a four-year college or university, or equivalent professional training/experience and ten or more years of financial planning, trust or investment experience. MBA or Juris Doctor a plus. The ideal candidate will have: (1) professional designations such as CTFA, CPA, CFP, CFA or CIMA; (2) completed or enrolled in trust school curriculum or wealth management program; and (3) FINRA securities licensing including 7, 66, and insurance licensing.
OTHER SKILLS & ABILITIES
Excellent interpersonal and communication skills. Extensive understanding of banking and wealth management products and services. Excellent leadership and management skills. Excellent analytical skills. Team orientated. Ability to prioritize workload and remain adaptable under pressure. Experience with MS Word and Excel required. Experience with PowerPoint helpful.
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.
While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. In-state and out-of-state travel may occur to perform job and to obtain and/or enhance knowledge and skills.
The noise level in the work environment is usually moderate.\*\*If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
Our company is an equal opportunity employer. Employment here is based solely upon an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws.