Wealth Advisor

Location

This position can be located at any of our Denver, CO;
Broomfield, CO;
Lakewood, CO or Littleton, CO branches.

The Wealth Advisor leads expansion of existing and develops new Wealth Management and First Interstate Bank relationships through a comprehensive financial planning approach. The position will lead a relationship team and may be responsible for the supervision and motivation of team members.

• Expands and enhances existing Wealth Management and Bank relationships to high‑valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives.
• Delivers Wealth Management and Bank solutions for asset protection, asset management, retirement/IRA, and banking.
• Designs, implements, updates, and monitors client comprehensive financial plans.
• Ensures 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.”
• Acts as the leader for sales activities, client relationship management, problem resolution, and other account‑related issues for the team.
• Performs 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.
• Participates in bank officer, staff, call meetings, sales training, and professional education and development as determined appropriate by supervisor.
• Participates in assigned committees and teams for the Wealth Management and First Interstate Bank.
• Participates in community organizations that enhance the individual’s and bank’s visibility within the community, state, and nation.
• Performs other duties as assigned.

• Excellent interpersonal and communication skills.
• Extensive understanding of banking and wealth management products and services.
• Excellent leadership and management skills.
• Excellent analytical skills.
• Team oriented.
• Ability to prioritize workload and remain adaptable under pressure.
• Proficient with Microsoft Word, Excel, and PowerPoint.
• 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.
• 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.

Bachelor’s Degree required;
Master’s Degree preferred.

10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required.

Dexterity of hands/fingers to operate computer keyboard and mouse; frequently sitting; frequently standing; occasionally noise level moderate; typical work hours M‑F (8‑5) with regular attendance required; travel in‑state and out‑of‑state as needed.

The anticipated pay range for this position is $78,540.00 to $ per year in CO.

Benefits: medical, dental, vision, short‑term and long‑term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hour worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays.

Additionally, this role is eligible for incentives under the Wealth Management Incentive plan as well as Long‑Term Incentives specific to your position.

First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier‑free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition or any other characteristics protected by law.

We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws.

All applicants must pass pre‑employment screenings including a background check. First Interstate Banc System participates in E‑Verify.