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Wealth Advisor II: Lead -Value Client Relationships

Job in Bozeman, Gallatin County, Montana, 59772, USA
Listing for: First Interstate Properties, Ltd.
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 90000 - 130000 USD Yearly USD 90000.00 130000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor II: Lead High-Value Client Relationships

First Interstate Bank seeks a Wealth Advisor II in Bozeman, MT to grow existing Wealth Management relationships and develop new ones through comprehensive financial planning. You will lead a relationship team, supervise and motivate staff, and provide trusted advisory services to high-value clients.

The role requires extensive experience in financial planning, strong regulatory knowledge, and a commitment to exceptional client service within our wealth management division.

This opening is for the Wealth Advisor II:
Lead High-Value Client Relationships role at First Interstate Properties, Ltd.

The position is based in Bozeman, MT, United States.

This opportunity is part of our work in Finance.

The advertised compensation is 90..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

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