Wealth Advisor: Client Relationships & Financial Planning

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

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.