Wealth Advisor I

First Interstate Bank

Sheridan, WY, US
Onsite
10+ years financial planning experience
Comprehensive financial planning approach
Leadership of relationship team
First Interstate Bank is seeking a Wealth Advisor I for their Sheridan, WY branch, tasked with expanding wealth management relationships through comprehensive financial planning. The ideal candidate should have significant experience in financial planning and leadership, along with excellent interpersonal skills

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: 85

First Interstate Bank is seeking a Wealth Advisor I for their Sheridan, WY branch, tasked with expanding wealth management relationships through comprehensive financial planning. The ideal candidate should have significant experience in financial planning and leadership, along with excellent interpersonal skills.

Skills & Requirements

Must-have

  • 10+ years financial planning experience
  • Comprehensive financial planning approach
  • Leadership of relationship team

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

Work Rights

Not specified

Tailored Resume

Cover Letter