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Wealth Advisor — Lead Wealth Plans & Client
Job in
Cedar Falls, Black Hawk County, Iowa, 50613, USA
Listed on 2026-02-19
Listing for:
First Interstate BancSystem
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A regional financial institution is seeking a Wealth Advisor I to expand existing Wealth Management relationships and develop new ones. This role involves leading a relationship team, delivering comprehensive financial planning solutions, and ensuring high standards of client service. The ideal candidate will have over 10 years of experience in financial planning or related fields, as well as strong leadership and analytical skills.
Excellent communication abilities are essential for success in this position.
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