Financial Advisor

Strive Solutions; Billings (MT); On-site; USD 65,000 - 95,000; Full time

Job summary

Strive Solutions is seeking a dedicated financial professional to deliver personalized investment guidance, retirement planning, and wealth management services to individuals and small businesses in Billings, MT. You will build a client book, develop tailored strategies, and provide ongoing advisory support while upholding integrity and client-first service.

The role emphasizes relationship-based service, collaboration with branch teams, and a commitment to professional development and community

Qualifications

• Experience providing investment advice and financial planning.
• Strong knowledge of retirement planning and wealth management concepts.
• Ability to assess client needs and create customized recommendations.
• Excellent communication, trust-building, and client relationship skills.
• Self-motivated with an emphasis on continuous learning and growth.

Responsibilities

• Build and manage a client book through relationship-based service.
• Develop tailored financial strategies aligned with clients’ long-term goals.
• Deliver ongoing advice and portfolio/wealth management support.
• Partner with a branch team to ensure coordinated client service.
• Operate with a client-first mindset and strong integrity.
• Commit to professional development and community impact.

Skills

Investment guidance

Financial planning

Retirement planning

Wealth management

Client relationship

Job description

providing personalized investment guidance, retirement planning, and wealth management for individual investors and small businesses.

Key Responsibilities

• Build and manage a client book through relationship-based service.
• Develop tailored financial strategies aligned with clients’ long-term goals.
• Deliver ongoing advice and portfolio/wealth management support.
• Partner with a branch team to ensure coordinated client service.
• Operate with a client-first mindset and strong integrity.
• Commit to professional development and community impact.

Qualifications & Skills

• Experience providing investment advice and financial planning.
• Strong knowledge of retirement planning and wealth management concepts.
• Ability to assess client needs and create customized recommendations.
• Excellent communication, trust-building, and client relationship skills.
• Self-motivated with an emphasis on continuous learning and growth.