Wealth Advisor

Wealth Advisor I page is loaded## Wealth Advisor Ilocations:
Spokane, WAtime type:
Full time posted on:
Posted Todayjob requisition :
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*** If you are a current FIB employee, please apply through the Career Worklet in the*** ***.
*** This position is located at our Spokane, WA Downtown 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.
* Generous Paid Time Off (PTO) in addition to paid federal holidays.
* Student debt employer repayment program.
* 401(k) retirement plan with a 6% match.
* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the  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 **#Team First Interstate .*
* ** SUMMARY
* * The Wealth Advisor I 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.

** ESSENTIAL DUTIES AND RESPONSIBILITIES
*** 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 their 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.
** QUALIFICATIONS
* * To perform this job successfully, an individual must be able to perform 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.

** KNOWLEDGE,

SKILLS AND ABILITIES

*** Possess excellent interpersonal and communication skills.
* Possess extensive understanding of banking and wealth management products and services.
* Possess excellent leadership and management skills.
* Possess excellent analytical skills.
* Team orientated.
* 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.
** EDUCATION AND/OR EXPERIENCE
*** Bachelor's Degree required
* Master's Degree preferred
* 10+ years experience in financial planning, trust,…