Wealth Advisor I
First Interstate BancSystem(1 month ago)
About this role
The Wealth Advisor I at First Interstate Bank leads expansion of Wealth Management relationships using a comprehensive financial planning approach. The role focuses on developing high-value client relationships and delivering Wealth Management and banking solutions. The position will lead a relationship team and may supervise and motivate team members.
Required Skills
- Wealth Management
- Financial Planning
- Client Relationships
- Leadership
- Communication Skills
- Analytical Skills
- Microsoft Word
- Microsoft Excel
- PowerPoint
- Regulatory Compliance
+1 more
Qualifications
- Bachelor's Degree
- Master's Degree Preferred
- 10+ Years Experience in Financial Planning, Trust, Investment and/or Equivalent
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