Wealth Advisor I
First InterstateCedar Falls, Iowa, United States • Cedar Rapids, Iowa, United States
Posted January 26, 2026
Full Time
About the Company
First Interstate is a community bank that delivers best-in-class banking and Wealth Management services throughout Arizona, Colorado, Idaho, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota, Oregon, South Dakota, Washington, and Wyoming. Headquartered in Billings, Montana, First Interstate is driven by strong values, with a focus on supporting the communities we serve through the financial services we provide as well as through volunteerism and philanthropy.
Job Description
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.
Requirements
- 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.
- Acts as the leader for sales activities, client relationship management, problem resolution, and other account related issues for their Team.
- 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.
Benefits
- Generous Paid Time Off (PTO)
- 401(k) retirement plan with a 6% match
- Student debt employer repayment program
