Retirement Plan Advisor

This position can be located at our Boise, ID W. Myrtle St. and Bend, OR Downtown 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 Retirement Plan Advisor is responsible for the development, relationship management, and retention of qualified retirement plan clients. This position conducts sponsor reviews and participant meetings and engages Wealth Advisors and Financial Consultants in providing comprehensive financial planning to plan participants.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Leads the development of retirement plan opportunities among the high-valued businesses of the Bank and Wealth Management.
• Pursues the development of prospects, and internal and external referral sources, for retirement plan prospects.
• Partners with retirement plan wholesalers and DCIO contacts to develop relationships and create opportunities for working together.
• Partners with, and work closely, Wealth Advisors and Investment Specialists to help position opportunities and build retirement plan pipeline.
• Meets with Wealth Advisors, Investment Specialists, and their prospects to determine what retirement solutions will best fit their needs, and work with them throughout the sales process.
• Develops and manages proactive relationships with plan sponsors and partner relationships through frequent client contact, including on-site visits, proactive calls, consultative delivery, responsive communication, and problem resolution.
• Drives client retention by delivering annual plan review to decision-makers and initiating proactive client contact in line with service standards.
• Delivers all aspects of participant education in collaboration with assigned team.
• Participates in building and maintaining presentation materials, solutions supporting documentation, and sales approach in cooperation with Retirement Services Manager.
• Performs all duties and responsibilities consistent with First Interstate Bank, Wealth Management, LPL, SEC, NASD, State Insurance, State Banking, and federal rules, regulations, policies, and procedures.
• Attends all regulatory training and complete and pass required regulatory and bank training courses required by deadlines.
• Engages in the success of First Interstate Bank, promoting and supporting new and ongoing initiatives with positive active team involvement resulting in a successful outcome.
• Maintains positive relationships with internal and external customers while providing prompt, quality service.
• Participates in assigned committees and teams for Wealth Management and First Interstate.
• Participates in Bank Officer, staff, advisory board, and relationship planning meetings.
• Participates in, and attends, sales training, professional education, and business development training as determined appropriate by supervisor.
• Services assigned territory, which will require approximately 40% of travel under normal working conditions.

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

• Excellent interpersonal, communication, and presentation skills.
• Extensive understanding of retirement plan solutions, banking, and wealth management solutions and services.
• Excellent analytical skills.
• Demonstrated ability in new business development.
• Ability to prioritize workload and remain adaptable under pressure.
• Proficient with Microsoft Windows, Word, Excel, and PowerPoint.
• Ability to read, analyze, and comprehend complex issues.
• Ability to effectively present information to customers, clients, and employees of the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to review, analyze, and resolve complex problems.
• Ability to apply common sense understanding to carry out day-to-day issues.
• Ability to deal with problems involving several variables.

EDUCATION AND/OR EXPERIENCE

• High School Diploma or General Education Degree (GED) required
• Bachelor's Degree preferred
• 10+ years related experience and/or equivalent education and experience required
• 10+ years financial planning, insurance, investment, or qualified plan experience preferred

LICENSES AND CERTIFICATIONS

• Certified Retirement Services Professional (CRSP) preferred
• Certified Financial Planner preferred
• Certified Retirement Financial Advisor preferred
• Chartered Retirement Plan Specialist preferred
• Accredited Investment Fiduciary preferred
• Certified Retirement Services Professional preferred
• Certified Plan Fiduciary Advisor
• Qualified Plan Financial Consultant
• 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
• 40% Travel under normal working conditions