Advisor

• 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

Explore Wealth Advisor I at First Interstate. Review requirements and application details.