Wealth Advisor
Not Disclosed•Full-TimeOn-site
location_onCottonwood Road, Flanders Creek, Bozeman, Gallatin County, Montana, 59718, United States
About the Role
This position is dedicated to delivering high-quality, comprehensive wealth management services while contributing to the growth of Stockman Wealth Management, Inc. The role focuses on developing new client relationships while maintaining and deepening existing ones, ensuring a consistently high level of personalized client service.
You will be responsible for financial planning, portfolio management, client relationship management, and business development. The role also involves active participation in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.
Day in the Life
Success in this role requires a strong commitment to exceptional client service and the ability to work independently while prioritizing multiple tasks. You will utilize strong communication and organizational skills to disseminate complex financial information in an easily understandable format to audiences with varied levels of knowledge.
The position demands a thorough knowledge of investment activities, policies, and compliance issues. You will be expected to take initiative to achieve desired results, solve problems creatively, and maintain a professional attitude and work ethic at all times.
Travel Requirements
Travel is required for this position and includes overnight trips.
Application Instructions
For a full description of this role, including physical and mental demands, please refer to the attached document.
Work location
Work model: On-site
Cottonwood Road, Flanders Creek, Bozeman, Gallatin County, Montana, 59718, United States
Bozeman, Montana
Key Responsibilities
- check_circleDevelop new client relationships while maintaining existing ones
- check_circleManage financial planning and portfolio management activities
- check_circleProvide personalized client service and relationship management
- check_circleParticipate in Stockman Financial Corp and Stockman Bank meetings
- check_circleDeliver high-quality comprehensive wealth management services
- check_circleExecute special projects as applicable
- check_circleDrive business development to contribute to company growth
Requirements
- verifiedBachelor's degree or equivalent professional experience
- verifiedSeries 65
- verifiedNo disclosure events or violations on Form U4
- verifiedFamiliarity with Microsoft Office (Outlook, Word, Excel, and PowerPoint)
- verifiedThorough knowledge of investment activities and policies
- verifiedCFP preferred
Nice to Have
CFP certification
