US Experienced Financial Advisor Edward JonesUS Experienced Financial AdvisorBillings, MTEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
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.
Personal Financial Counselor- Helena, MT Magellan Health ServicesPersonal Financial Counselor- Helena, MTHelena, MTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC Montana Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor, PFC MontanaLewistown, MTFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor- Helena, MT Magellan Health IncPersonal Financial Counselor- Helena, MTHelena, MTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC Montana Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC MontanaLewistown, MTServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Jtdc Activation Planner, Senior CACI International Inc.Jtdc Activation Planner, SeniorSanta Rita, MT$61,600–$129,300 / yearThe JTDC Activation Planner works closely with Government stakeholders, logistics planners, transportation managers, supply chain personnel, engineers, warehouse managers, movement control teams, operational planners, Service Components, coalition partners, and host nation organizations to develop activation plans, coordinate infrastructure requirements, synchronize personnel and equipment deployments, and establish distribution operations. The JTDC Activation Planner, Senior serves as CACI's logistics activation manager responsible for leading assigned personnel and planning, coordinating, managing, and executing the activation, expansion, transition, and sustainment of Joint Theater Distribution Centers supporting logistics, mission support, contingency operations, and operational readiness.
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 BancSystem IncWealth 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.
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).
NewJ.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)Billings, MTFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewPrivate Wealth Management Partner Private Wealth Advisor U.S. BankPrivate Wealth Management Partner Private Wealth AdvisorBillings, Montana$86,360–$101,600 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Up to three years of related experience Preferred Skills/Experience - Thorough knowledge of departmental operations/policies and U.S. Bank products and services - Effective interpersonal, verbal and written communication skills - Strong client facing skills - Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance - Proficient computer navigation skills using a variety of software packages including Microsoft Office applications - Well-developed analytical skills - Pursuit of professional credentials (CFP, CFA, etc.) a plus If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants . In 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.
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.
Associate Counsel - Advanced Planning Manulife Financial CorpAssociate Counsel - Advanced PlanningMTRemote$128,550–$222,820 / yearThe attorney will provide technical and legal guidance on advanced planning matters, translate complex concepts into practical business solutions, and help expand sales and marketing opportunities while supporting responsible growth and alignment with enterprise legal, compliance and risk frameworks. With knowledge and practical experience in the areas of wealth transfer planning, business succession planning, charitable planning and related tax issues, the associate counsel will work as a trusted partner who can effectively engage across a wide customer network to help navigate and implement sophisticated planning opportunities.
NewIT Specialist XYPNIT SpecialistBozeman, MontanaXYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). Adore that XYPN is a new(ish!) company - that’s growing fast - and are excited by the chance to build, pivot, question, test, and learn new solutions to the “problems” of IT.
Retail Operations Manager PetSmart LLCRetail Operations ManagerHelena, MTAccountable for, provides oversight, and validates proper execution of inventory management and pricing processes, including, but not limited to, inventory accuracy, receiving, stocking/re-stocking, inventory counts (live and non-live), product rotations and planner/planogram sets in a timely and organized manner. Facilitates the associate experience and supports associate development; including but not limited to ensuring associates are appropriately trained across the store, onboarding, associate reviews, labor management, mentoring, succession planning, and coaching for accountability.