Financial Consultant I

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

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

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.