Wealth Advisor I
First Interstate BancSystem(1 month ago)
About this role
A Wealth Advisor I at First Interstate Bank focuses on building and expanding high-value client relationships by delivering comprehensive financial plans and integrated banking and investment solutions. The role supports the bank’s Wealth Management services and serves clients from the Cedar Falls or Cedar Rapids, IA branches.
Required Skills
- Financial Planning
- Wealth Management
- Client Relations
- Leadership
- Team Management
- Asset Management
- Retirement Planning
- Regulatory Compliance
- Analytical Skills
- Communication
+1 more
Qualifications
- Bachelor's Degree
- Master's Degree Preferred
- 10+ Years Experience
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