Responsible for delivering high-quality, comprehensive wealth management services and contributing to the growth of Stockman Wealth Management, Inc. Key areas of responsibility include financial planning, portfolio management, client relationship management, client service, and business development. The role focuses on developing new client relationships while maintaining and deepening existing ones, ensuring a consistently high level of personalized client service. Involvement in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.
Education, Experience and Certification Requirements
Minimum Qualifications:
Note: Travel is required for this position and includes overnight trips.
Specific Skills Requirements:
Dimension of Job:
This position requires a thorough knowledge of investment activities and policies, compliance issues and organizational skills.
For full description, which includes physical mental demands please see attachment.
WEALTH ADVISOR • Bozeman, MT, United States
Director of Client Accounting & Advisory Services (CAS).We are open to having this position in any of our seven office locations in Montana!.If you're a forward-thinking leader who thrives on build... Show more
Responsibilities The primary responsibility of this position is to read meters and record consumption of the water used, cleaning of meter boxes, and removal of vegetation impeding access to meters... Show more
We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more
Marshalls embraces the unknown - and supports each other along the way.Every day is a new adventure, a fresh chance to experience retail.They're not afraid to stand out.It's a diverse team, with a ... Show more
Medication Assistant | Highgate Senior Living Bozeman, MT.Highgate Senior Living takes a holistic, person-first approach to helping every resident live a life of purpose.As a Medication Assistant,... Show more
Wellness Coordinator - Must Have Caregiving And Med Tech Experience - Bozeman, Montana.Position Type Full Time Job Shift Any.Come join an awesome team! We strive to maintain a care-centered culture... Show more
The Certified Nursing Assistant (CNA) is a paraprofessional member of the home care team who works under the supervision of a registered nurse or therapist and performs various personal care servic... Show more
Looking for a career that makes a difference every day?.Discover a rewarding career at Enhabit Home Health & Hospice, one of the nation's largest home-based care providers.Consistently recognized a... Show more
Insurance Underwriter – Excess & Specialty.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as fin... Show more
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more
Sign-On Bonus -Opportunities with Genoa Healthcare.A career with Genoa Healthcare means you're part of a collaborative effort to serve behavioral health and addiction treatment communities.We do mo... Show more
Part-Time Clinical Therapist Trailhead Counseling Center Bozeman, MT Ideal for a master's-level clinician pursuing dual licensure as both a mental health and addiction counselor About Trailhead Tra... Show more
Indigenous Relations Program Lead.The Indigenous Relations Program Manager coordinates and supports Museum of the Rockies' Indigenous relations work across departments.This position helps sustain r... Show more
Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more
Compliance Program Administrator.Incumbent is responsible for administering and monitoring the firm's compliance program as an SEC Registered Investment Adviser requirement.Must foster a highly eth... Show more
Position SummaryVolunteers are an essential part of the team, offering time, compassion, and support to patients, families, and the organization.These roles are unpaid positions that provide meanin... Show more
Wellness Coordinator - Must Have Caregiving And Med Tech Experience - Bozeman, Montana.Hourly Position Type Full Time Job Shift Any.Come join an awesome team! We strive to maintain a care-centered ... Show more
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more
