Wealth Advisor I
First Interstate BancSystem(25 days ago)
About this role
The Wealth Advisor I at First Interstate Bank is based at the Spokane, WA downtown branch and focuses on developing and expanding Wealth Management and banking relationships through comprehensive financial planning. The role acts as a client-facing advisor within the Wealth Management division and contributes to the visibility of the bank in the community. It operates within applicable regulatory frameworks and participates in bank and professional development activities.
Required Skills
- Financial Planning
- Wealth Management
- Client Relations
- Interpersonal
- Communication
- Leadership
- Team Leadership
- Analytical
- Asset Management
- Retirement Planning
+3 more
Qualifications
- Bachelor's Degree
- Master's Degree (Preferred)
- 10+ Years Experience in Financial Planning
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