Wealth Advisor

The Chronicle of Higher Education; Bozeman (MT); On-site; USD 90,000 - 120,000; Full time

Job summary

Stockman Wealth Management, Inc. is seeking a wealth management professional to deliver comprehensive financial planning, portfolio management, and client services. The role focuses on developing new client relationships while maintaining existing ones, contributing to growth and personalized service.

The position requires strong communication, organizational skills, and independence, with travel for meetings and projects across the Stockman network.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• CFP preferred.
• Series 65
• No disclosure events or violations on Form U4
• Familiarity with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
• Strong commitment to providing exceptional client service.
• Strong communication and organizational skills.
• Must be able to work independently and to prioritize multiple tasks.
• Strong attention to detail, problem solving skills, and project management skills.
• Travel is required for this position and includes overnight trips.

Responsibilities

• Deliver high-quality wealth management services including financial planning and portfolio management.
• Develop new client relationships while maintaining and deepening existing ones.
• Provide excellent client service and relationship management.
• Participate in meetings and special projects with Stockman Financial Corp. and Stockman Bank.

Skills

Action Orientation

Applied Learning Ability

Strong Communication Skills

Creative Problem-Solving

Strong Interpersonal Skills

Professionalism

Education

Bachelor’s degree or equivalent

CFP Preferred

Tools

Microsoft Office

Job description

Position General Responsibilities

Responsible for delivering high-quality, comprehensive wealth management services and contributing to the growth of Stockman Wealth Management, Inc. Key areas of responsibility include financial planning, portfolio management, client relationship management, client service, and business development. The role focuses on developing new client relationships while maintaining and deepening existing ones, ensuring a consistently high level of personalized client service. Involvement in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.

Education, Experience and Certification Requirements

1. Bachelor’s degree or equivalent professional experience
2. CFP Preferred

Minimum Qualifications:

1. Strong commitment to providing exceptional client service.
2. Strong communication and organizational skills.
3. Must be able to work independently and to prioritize multiple tasks.
4. Strong attention to detail, problem solving skills, and project management skills.
5. Series 65
6. No disclosure events or violations on Form U4
7. Familiarity with Microsoft Office (Outlook, Word, Excel, and PowerPoint).

Note: Travel is required for this position and includes overnight trips.

Specific Skills Requirements:

1. Action Orientation - taking initiative to achieve desired results rather than passively waiting for direction.
2. Applied Learning Ability - understanding new information and complex ideas quickly and without confusion.
3. Strong Communication Skills (written and verbal) - ability to disseminate complex information in an easily-understandable format to an audience of varied knowledge level.
4. Creative Problem-Solving Ability - looking for solutions to achieve desired results.
5. Strong Interpersonal Skills - with ability to interact effectively with all levels of management.
6. Professionalism - maintaining a professional attitude, image, and work ethic.

Dimension of Job

This position requires a thorough knowledge of investment activities and policies, compliance issues and organizational skills.

For full description, which includes physical mental demands please see attachment.