Wealth Advisor & Retirement Planner

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

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