Wealth Advisor I

firstinterstate.bank

Sheridan, WY, US
Not specified; not specified; generous pto, studen...
**
10+ years financial planning experience
Comprehensive financial planning approach
Client relationship management leadership
** First Interstate Bank is seeking a Wealth Advisor I for their Sheridan, WY branch. The role involves expanding wealth management relationships and requires strong leadership, communication, and analytical skills, along with a significant background in financial planning. **

Job 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.
  • Generous Paid Time Off (PTO) in addition to paid federal holidays, student debt employer repayment program, and a 401(k) retirement plan with a 6% match are offered.

Matching Summary

Match Score: 75

** First Interstate Bank is seeking a Wealth Advisor I for their Sheridan, WY branch. The role involves expanding wealth management relationships and requires strong leadership, communication, and analytical skills, along with a significant background in financial planning. **

Salary

Not specified; Not specified; Generous PTO, student debt repayment, 401(k) with 6% match

Skills & Requirements

Must-have

  • 10+ years financial planning experience
  • Comprehensive financial planning approach
  • Client relationship management leadership

Nice-to-have

  • Excellent interpersonal communication skills
  • Community organization participation
  • Adaptable under pressure

Key Requirements

  • Bachelor's Degree required
  • Master's Degree preferred
  • 10+ years experience in financial planning
  • Trust, investment, or equivalent experience

Work Rights

Not specified

Tailored Resume

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