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Years of Experience
Date Last Verified
ProfileWealth Advisor 1 Duties: Lead expansion of existing and develop new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. Lead a relationship team and may be responsible for the supervision and motivation of team members. 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.
Qualification and Experience
Qualifications: Bachelor’s degree (BS or BA) from a four-year college or university, or equivalent professional training/experience and 10+ years of financial planning, trust or investment experience. MBA or JD Degree a plus. Must 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. 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.