Financial Consultant I

First Interstate BancSystem, Inc.•Bozeman, MT

63d•Onsite

About The Position

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.

Requirements

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.
Bachelor's Degree Finance or related field required
1-3 years experience in investment sales and/or equivalent combination of education and experience required
FINRA Licenses 7, 66, or 7, 63,65 required
State of Montana Life, Disability, and Variable Contracts insurance license required
Regular and Predictable Attendance - Required

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.