Wealth Advisor: Growth, Planning & Client Success

The Chronicle of Higher Education; Billings (MT); On-site; USD 75,000 - 130,000; Full time

Job summary

Stockman Wealth Management, Inc. delivers comprehensive wealth management services including financial planning, portfolio management, and client relationship management. The role focuses on developing new client relationships while maintaining and deepening existing ones, ensuring high levels of personalized service.

Travel is required for this position, with involvement in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.

Qualifications

• Bachelor’s degree or equivalent professional experience.
• CFP preferred.
• Strong commitment to providing exceptional client service.
• Strong communication and organizational skills.
• Ability to work independently and prioritize multiple tasks.
• Attention to detail, problem solving, and project management.
• Series 65
• No disclosure events or violations on Form U4.
• Familiarity with Microsoft Office (Outlook, Word, Excel, PowerPoint).

Responsibilities

• Deliver high-quality, comprehensive wealth management services.
• Contribute to growth through financial planning and portfolio management.
• Manage client relationships, service, and business development.
• Develop new client relationships while maintaining existing ones.

Skills

Action Orientation

Applied Learning Ability

Strong Communication Skills

Creative Problem-Solving Ability

Strong Interpersonal Skills

Professionalism

Education

Bachelor’s degree or equivalent

CFP Preferred

Tools

Microsoft Office

Job description

Stockman Wealth Management, Inc. delivers comprehensive wealth management services including financial planning, portfolio management, and client relationship management. The role focuses on developing new client relationships while maintaining and deepening existing ones, ensuring high levels of personalized service.

Travel is required for this position, with involvement in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.