J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)Billings, MTThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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.
Hall & Hall Ranch Management Advisor Hall and HallHall & Hall Ranch Management AdvisorBillings, MTThis role is ideal for a seasoned professional that excels at diagnosing operational challenges, developing strategic improvement plans, and guiding clients toward greater sustainability, profitability, and land stewardship. Hall and Hall, Inc. is seeking a knowledgeable and client-focused Ranch Management Consultant to provide expert advisor services to farm, ranch, and landowners across a diverse portfolio of properties.