Wealth Advisor II

fib· First Interstate BancSystem
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📍 Bozeman, MTFull time
Full timeFirst Interstate BancSystem

About this role

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

This position is located at our Bozeman, MT Main 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.
  • Student debt employer repayment program.
  • 401(k) retirement plan with a 6% match.
  • 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
The Wealth Advisor II will lead expansion of existing, and develop, new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. This position will lead a relationship team and may be responsible for the supervision and motivation of team members.

ESSENTIAL DUTIES AND 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’s comprehensive financial plan.
  • Retains high-valued client relationships through customer service that meets Wealth Management and First Interstate Bank's standard for service and retention, evolving in First Interstate Bank 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.
  • Participates in Bank officer, staff, call meetings, and 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.


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.

KNOWLEDGE, SKILLS AND ABILITIES

  • Perform all duties and responsibilities consistent with First Interstate Bank, Wealth Management, Broker, Dealer, SEC, FINRA, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.


EDUCATION AND/OR EXPERIENCE

  • Bachelor's Degree required
  • Master's Degree preferred
  • 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required


LICENSES AND CERTIFICATIONS

  • Certified Trust and Financial Advisor (CTFA) preferred
  • Certified Public Accountant (CPA) preferred
  • Certified Financial Planner-CFP Board preferred
  • Chartered Financial Analyst (CFA) preferred
  • Certified Investment Management Analyst (CIMA) preferred
  • FINRA Licenses 7, 66, or 7, 63,65 preferred


PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.

  • Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
  • Sitting - Frequently
  • Standing - Occasionally
  • Noise Level - Moderate
  • Typical Work hours - M-F (8-5)
  • Regular and Predictable Attendance - Required



**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.

Frequently Asked Questions

Is the salary disclosed for the Wealth Advisor II position at fib?
The salary for this Wealth Advisor II role at fib is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Wealth Advisor II position at fib located?
This Wealth Advisor II role at fib is based in Bozeman, MT. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Wealth Advisor II role at fib full-time or part-time?
This is listed as a Full time position. It is posted as a Wealth Advisor II role in the First Interstate BancSystem department at fib.
Which team or department does the Wealth Advisor II at fib belong to?
This Wealth Advisor II position is part of the First Interstate BancSystem department at fib. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Wealth Advisor II position at fib?
Click the "Apply Now" button on this page. You will be redirected to fib's official application portal hosted on workday where you can submit your application directly.
When was the Wealth Advisor II job at fib posted?
This Wealth Advisor II position at fib was posted on Aug 14, 2026. Apply as soon as possible — early applications are often reviewed first.
Wealth Advisor II
fib
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