NewFinancial Advisor ThriventFinancial AdvisorMissoula, MTn Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
NewFinancial Advisor Bankers LifeFinancial AdvisorMissoula, MTCNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise. \n *The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors.
NewCommunity Gift Advisor Yellowstone Boys and Girls Ranch FoundationCommunity Gift AdvisorBillings Metropolitan Area, MTThis is a front-facing, public-facing role — group presentations, one-on-one advising, and a seat on a champion-level team that offers real solutions to support children in need at the Yellowstone Boys and Girls Ranch and beyond. This is the ideal next step for a relationship-driven professional who has already proven success building relationships with donors and is ready to grow into the specialized, rewarding field of planned giving.
Merrill Advisor Development Program - Financial Advisor: Mountain West Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Mountain West MarketBillings, MTEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorGreat Falls, MTAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor Northwestern MutualFinancial AdvisorBozeman, Montana$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorHelena, MT$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Dickinson/Williston/Montana & Surrounding Areas Thrivent Financial for LutheransFinancial Advisor - Dickinson/Williston/Montana & Surrounding AreasGlendive, MTThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Wealth Advisor II First Interstate BancSystem, Inc.Wealth Advisor IIBozeman, MTExpands and enhances existing Wealth Management and Bank relationships to high-valued clients through a comprehensive financial planning approach designed to achieve client goals and objectives. The Wealth Advisor II will lead expansion of existing, and develop, new Wealth Management and First Interstate relationships through a comprehensive financial planning approach.
Sr. Financial Planning Strategist OsaicSr. Financial Planning StrategistHelena, MTRemote$140,000–$160,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
Personal Financial Representative - MT AllstatePersonal Financial Representative - MTLincoln, MontanaYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
Wealth Advisor II First Interstate BankWealth Advisor IIBozeman, MTEDUCATION AND/OR EXPERIENCE Bachelor's Degree required Master's Degree preferred 10+ years experience in financial planning, trust, investment, and/or equivalent combination of education and experience required LICENSES AND CERTIFICATIONS Certified Trust and Financial Advisor (CTFA) preferred Certified Public Accountant (CPA) preferred Certified Financial Planner-CFP Board preferred Chartered Financial Analyst (CFA) preferred Certified Investment Management Analyst (CIMA) preferred FINRA Licenses 7, 66, or 7, 63,65 preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS).
PWM Partner Private Wealth Advisor U.S. BankPWM Partner Private Wealth AdvisorBillings, MontanaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
PWM Partner Private Wealth Advisor U.S. BancorpPWM Partner Private Wealth AdvisorBillings, MT$86,360–$101,600 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Student Care Advisor Adtalem Global Education IncStudent Care AdvisorPhilipsburg, MTEssential Duties and Responsibilities primary scope oversight in one or more of the following areas Academic Policy and advising Ensure colleagues and faculty are sufficiently trained and updated on academic policies Coordinate student advising efforts for all students including students initial transition to university transition to clinical clerkships students on academic leaves or financial aid probation including individual or group sessions Provide support to students in an escalated or crisis situation such as coordinating evacuation services assisting with access to class materials advising on leave options liaising with Accommodations Office andor working with other students to provide peer support. Participates in student activities including but not limited to answering inquiries for information participating in prospective student visitation and new student orientations and contributing to career development activities Contribute to the updates for the AUC student resources including the Student Timeline Student Handbook FAQs and student communications recommend implement and where applicable enforce policies and procedures as they relate to the student experience and environment.
HVAC Comfort Advisor Comfort Systems of MTHVAC Comfort AdvisorBozeman, Montana$150,000–$300,000In this consultative sales role, you'll serve as a trusted expert, educating homeowners on HVAC systems, energy savings, indoor comfort solutions, and maintenance best practices while building long-term customer relationships. Offer and educate customers on add-on products including indoor air quality systems, humidifiers, smart thermostats, UV lights, air purification systems, and other comfort-enhancing solutions.
Financial Planning And Analysis Senior Analyst First Interstate BancSystem, Inc.Financial Planning And Analysis Senior AnalystBillings, MT$78,540–$125,730 / yearThis position will partner with both Finance and Business Partners to develop detailed budgets and forecasts, track and report performance against budgets, and support key constituents in the understanding of their financial results. Please note this information is provided for those hired in Colorado and Washington only, and this role is open to candidates outside of Colorado and Washington with compensation that aligns with your location.
Financial Planning and Analysis Senior Analyst First Interstate BancSystem IncFinancial Planning and Analysis Senior AnalystBillings, MTThis position will partner with both Finance and Business Partners to develop detailed budgets and forecasts, track and report performance against budgets, and support key constituents in the understanding of their financial results. Leads and supports development of business cases using appropriate financial indices and coordination with other stakeholders.
Financial Planning and Analysis Senior Analyst First Interstate BankFinancial Planning and Analysis Senior AnalystBillings, MT$78,540–$125,730 / yearKNOWLEDGE, SKILLS AND ABILITIES Proficient in Microsoft Excel and advanced understanding of forecast modeling EDUCATION AND/OR EXPERIENCE Bachelor's Degree required 4-6 years experience in finance, accounting, business, or a related role required LICENSES AND CERTIFICATIONS Certified Public Accountant preferred Chartered Finance Analyst preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS).