Financial Consultant II - First Interstate Bank

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Laramie, WY 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. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve 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 #TeamFirstInterstate. SUMMARY Through this person, non-bank investment solutions are offered to meet the long-term investment needs of customers within the bank's market area. Investment solutions will include trust, insurance, mutual funds, fixed and variable annuities, as well as individual securities. ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned. Contact potential investment customers; develop financial profiles with a comprehensive approach to identify areas of opportunity to deliver investment solutions (investments or trust) that best fit the needs of the customer. Originate investment services in full compliance with bank policies and regulations, requirements of the SEC, NASD, and the bank's broker-dealer. Maintain required documentation in customer files or in designated CRM tool in such order that files may be readily reviewed. At a minimum, conduct annual reviews of customer relationships to determine if current plans are still appropriate and that the investment solution(s) still fit the customer’s current need(s). Maintain customer records so that full detailed reports are available for review. These reports will allow an analysis of customer relationships, and the types of products sold. 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. EDUCATION and/or EXPERIENCE Bachelor’s degree from four-year college or university in field relating to investments and/or equivalent job experience with the ability to pass required examinations; previous experience of 2 or more years of investment sales. OTHER SKILLS & ABILITIES Excellent communications skills are vital to this position. This individual will be self-motivated to make numerous contacts, primarily through use of the telephone and referrals from existing customers. Direct mail, seminars and advertising may be used to compliment direct contacts. This person must be able to work effectively within the requirements of all entities that regulate the activities of investment sales. LANGUAGE SKILLS Ability to communicate effectively, verbally, and in writing, and to speak effectively to groups. Ability to read and correctly interpret rules, regulations, policies and procedure that relate to investments. MATHEMATICAL SKILLS Ability to calculate and communicate interest and gains on investments, commissions, discounts, percentages, and penalties. Must know or quickly learn to communicate through a variety of media, including formal presentations and graphs. REASONING ABILITY Ability to offer a variety of investment strategies designed to meet the expressed needs of investors and adapt to the unique desires of individuals. LICENSES Need to have series 7 and 66 securities license and State of Montana Life, Disability, and Variable Contracts Insurance licenses. PHYSICAL DEMANDS While performing the duties of this job, the employee is regularly required to talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, and ability to adjust focus. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. First Interstate Bank is an equal opportunity employer committed to a diverse workforce and a barrier-free employment process. Employment is based solely on an individual's merit and qualifications directly related to the position. We do not discriminate on the basis of race, color, religion, national origin, ancestry, pregnancy status, sex, age, marital status, disability, medical condition, or any other characteristics protected by law. We make all reasonable accommodations to meet the obligations set forth under the Americans with Disabilities Act (ADA) and state disability laws. In order to ensure reasonable accommodations for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veterans' Readjustment Assistance Act of 1974, and Title I of the Americans with Disabilities Act of 1990, as amended, individuals that require accommodation in the job application process for a posted position may contact us (406)255-5485, Monday through Friday, 8 am to 5 pm MST or email us at careers@fib.com. All applicants must pass pre-employment screenings including a background check. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS). E-Verify Notice English or Spanish Right to Work Notice English or Spanish