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Wealth Advisor I
First InterstateCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in financial planning, wealth management, and banking solutions, with a strong focus on client relationship management and team leadership. Proficient in analyzing complex financial issues and delivering tailored solutions while ensuring compliance with regulatory standards.
Highest-signal resume keywords
Financial PlanningWealth ManagementClient Relationship ManagementLeadership SkillsRegulatory Compliance
About the role
Key responsibilities & impact- Expand and enhance existing Wealth Management and Bank relationships with high-valued clients through comprehensive financial planning
- Deliver wealth management and banking solutions for asset protection, asset management, retirement/IRA, and banking
- Design, implement, update, and monitor comprehensive client financial plans
- Retain high-valued client relationships through service meeting Wealth Management and First Interstate standards
- Serve as the team's leader for sales activities, client relationship management, problem resolution, and account-related issues
- Lead a relationship team and potentially supervise and motivate team members
- Perform duties in compliance with Wealth Management, Broker/Dealer, SEC, FINRA, state insurance, state banking, and federal rules and policies
- Participate in meetings, sales training, professional education and development, committees, teams, and community organizations
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree required
- 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required
- Extensive understanding of banking and wealth management products and services
- Excellent interpersonal and communication skills
- Excellent leadership and management skills
- Excellent analytical skills
- Proficient with Microsoft Word, Excel, and PowerPoint
- Ability to prioritize workload and remain adaptable under pressure
- 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
- Ability to review, analyze, and resolve complex problems
- Ability to deal with problems involving several variables
- Regular and predictable attendance required
- Travel in-state and out-of-state as needed
Benefits
Comp & perks- Generous Paid Time Off (PTO) in addition to paid federal holidays
- Student debt employer repayment program
- 401(k) retirement plan with a 6% match
- Reasonable accommodations for qualified individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningWealth Management ProductsBanking SolutionsAnalytical SkillsProblem ResolutionMicrosoft WordMicrosoft ExcelMicrosoft PowerPointAsset ProtectionRetirement Planning
Soft Skills
Interpersonal SkillsCommunication SkillsLeadership SkillsAdaptabilityTeam Motivation
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
SEC ComplianceFINRA ComplianceBroker/Dealer StandardsState Insurance RegulationsState Banking Regulations