Financial Advisor

2 days ago


Billings, United States Montana Staffing Full time

Job OpportunityThis is a hiring notice for a position available in Montana and Northern Wyoming. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.Responsibilities:Provide financial planning support to clientsSupport investment professionals to cultivate client relationshipsPrepare financial plans and check their accuracyQualifications:Bachelor's degree in Finance or related field5+ years' of industry experienceStrong understanding of the investment businessExcellent interpersonal skillsFeatured benefits:Medical insuranceVision insuranceDental insurance401(k)Pension planDisability insuranceTuition assistanceThis position is for someone who either resides in or near the State of Montana.


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