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Senior Wealth Advisor & Team Leader
Job in
Bozeman, Gallatin County, Montana, 59772, USA
Listed on 2026-08-17
Listing for:
First Interstate Bank
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
First Interstate Bank in Bozeman, MT is seeking a Wealth Advisor II to lead expansion of our Wealth Management relationships through a comprehensive financial planning approach. You will supervise a client team and drive trusted advisor services at the bank’s Main branch.
Responsibilities include expanding high-value client relationships, delivering asset protection, asset management, retirement and IRA solutions, and designing and monitoring comprehensive financial plans with strong community
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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