First Interstate · 1 day ago
Wealth Advisor I
Cedar Rapids, IA
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expFirst Interstate BancSystem is looking for a Wealth Advisor I to lead the expansion of existing and develop new Wealth Management relationships. The role involves comprehensive financial planning and supervision of a relationship team to achieve client goals.
BankingCredit CardsFinancial ServicesWealth Management
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
Qualification
Required
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
Bachelor's Degree required
10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required
Preferred
Master's Degree preferred
Benefits
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
Company
First Interstate
At First Interstate, we meet people where they are—helping them get to where they want to be.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Riley
President and Chief Executive Officer
BRITTNEY BAUER
REAL ESTATE LOAN PROCESSOR/CLOSER
Recent News
2025-10-03
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