Financial Consultant I

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 Financial Consultant I will offer non-bank investment solutions 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, and individual securities.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Contacts potential investment customers.
• Develops 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.
• Originates investment services in full compliance with bank policies and regulations, and requirements of the SEC, NASD, and the Bank's broker-dealer.
• Maintains required documentation in customer files or in designated CRM tool in such order that files may be readily reviewed.
• Conducts annual reviews of customer relationships to determine if current plans are still appropriate and that the investment solutions still fit the customer's current needs.
• Maintains 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.

KNOWLEDGE, SKILLS AND ABILITIES

• Possess excellent communications skills.
• Self-motivated to make numerous contacts, primarily through use of the telephone and referrals from existing customers.
• Ability to work effectively within the requirements of all entities that regulate the activities of investment sales.
• 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.
• Ability to calculate and communicate interest and gains on investments, commissions, discounts, percentages, and penalties.
• Ability to communicate through a variety of media, including formal presentations and graphs.
• Ability to offer a variety of investment strategies designed to meet the expressed needs of investors and adapt to the unique desires of individuals.

EDUCATION AND / OR EXPERIENCE

• Bachelor's Degree Finance or related field required
• 1-3 years experience in investment sales and / or equivalent combination of education and experience required

LICENSES AND CERTIFICATIONS

• FINRA Licenses 7, 66, or 7, 63,65 required
• State of Montana Life, Disability, and Variable Contracts insurance license required

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