Wealth Advisor I

3 months ago

Cedar Rapids, United States First Interstate Bancsystem Inc Full time
**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal

This position is located at our Cedar Rapids branch.

What's Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
  • Accrue and use your paid time off (PTO) immediately - no waiting period - plus paid federal holidays in addition to PTO.
  • Child Care Assistance Program for eligible dependent(s).
  • We prioritize wellness by offering eligible employees a monthly stipend, toward a fitness club membership or exercise-related classes.
  • The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY

Lead expansion of existing and develop new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. The individual will lead a relationship team and may be responsible for the supervision and motivation of team members.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following; other duties may be assigned.
  • Expand and enhance existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
  • Shall deliver Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
  • Design, implement, update, and monitor client's comprehensive financial plan.
  • Retention of high-valued client relationships through customer service that meets Wealth Management and First Interstate's standard for service and retention evolving in First Interstate serving as the client's "Trusted Advisor".
  • The leader for sales activities, client relationship management, problem resolution and other account related issues for their Team.
  • Perform all duties and responsibilities consistent with First Interstate, Wealth Management, Broker/Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies and procedures.
  • Actively participate in Bank officer, staff, call meetings, and sales training and professional education and development as determined appropriate by supervisor.
  • Participate in assigned committees and teams for the Wealth Management and First Interstate.
  • Actively participate in community organizations that enhance the individual's and bank's visibility within the community, state and nation.


QUALIFICATIONS

To perform this job successfully, an individual must be able to complete each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Bachelor's degree (BS or BA) from a four-year college or university, or equivalent professional training/experience and ten or more years of financial planning, trust or investment experience. MBA or Juris Doctor a plus. The ideal candidate will have: (1) professional designations such as CTFA, CPA, CFP, CFA or CIMA; (2) completed or enrolled in trust school curriculum or wealth management program; and (3) FINRA securities licensing including 7, 66, and insurance licensing.

OTHER SKILLS & ABILITIES

Excellent interpersonal and communication skills. Extensive understanding of banking and wealth management products and services. Excellent leadership and management skills. Excellent analytical skills. Team orientated. Ability to prioritize workload and remain adaptable under pressure. Experience with MS Word and Excel required. Experience with PowerPoint helpful.

LANGUAGE SKILLS

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 to customers, clients, and other employees of the organization. Ability to effectively communicate with supervisor.

REASONING ABILITY

Ability to review, analyze and resolve complex problems. Ability to apply common sense understanding to carry out day-to-day issues. Ability to deal with problems involving several variables.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. In-state and out-of-state travel may occur to perform job and to obtain and/or enhance knowledge and skills.

The noise level in the work environment is usually moderate.

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal

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