Associate Financial Advisor

1 week ago

Billings, MT, United States BCI - Brokerage Consultants Inc Full time
Associate Financial Advisor | Billings, MT (Hybrid)

Financial Advisory firm seeks driven hire to build a base of clients, create a unique client experience and help clients achieve financial goals.

Responsibilities:

Develop/implement annual marketing plans to acquire clients; drive client acquisition via referral program/network marketing/natural markets; contact clients/prospects to set up meetings; coordinate seminars/client appreciation events; implement online marketing initiatives (website/social media); implement local advertising/media relations

Identify clients to engage in planning relationships; prepare planning discussions/deliverables for meetings; gather/enter client data into Financial Planning Tool Suite; perform case analysis and develop recommendations; conduct/participate in client meetings to deliver recommendations/advice

Assess client's risk tolerance/goals/time frame; recommend portfolio/product solutions that persuade clients based on their needs; develop product deliverables; conduct transactions/execute trades to align with portfolios; monitor economy/markets/world events to determine strategic rebalancing; manage wholesaler relationships

Review/implement work methods and procedures for quality improvement; delegate work; provide feedback/training/support; set up and maintain files/records/client management system; ongoing communication with clients via email/phone/mail

Requirements:

Bachelor's degree and 2+ years' related experience; current client database preferred

Must have (or be able to obtain) Series 7, Series 66 and State life/accident/health insurance licenses

Ability to source prospective clients/present planning strategies; entrepreneurial desire to grow business with initiative in business development; ability to recommend suitable investment products/services; success at planning/managing resources; high level of interpersonal skills; ability to support/provide guidance for compliance

  • Financial Advisor

    6 days ago

    Billings, MT, United States Corebridge Financial Full time

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...

  • Financial Advisor

    2 weeks ago

    Billings, MT, United States Corebridge Financial Full time

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...

  • Financial Advisor

    4 days ago

    Billings, MT, United States Corebridge Financial Full time

    Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...

  • Automotive Service Advisor

    6 days ago

    Billings, MT, United States Christian Brothers Automotive Full time

    Company DescriptionChristian Brothers Automotive Benefits: *Up To $50K for Highly Qualified Candidates Closed Every Weekend To Spend Time With Family & Friends Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar Paid Vacation & Paid Holidays Healthcare Benefits Available Matching Retirement Plans On-Going Training & Career...

  • Automotive Service Advisor

    7 days ago

    Billings, MT, United States Christian Brothers Automotive Full time

    Company DescriptionChristian Brothers Automotive Benefits: *Up To $50K for Highly Qualified Candidates Closed Every Weekend To Spend Time With Family & Friends Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar Paid Vacation & Paid Holidays Healthcare Benefits Available Matching Retirement Plans On-Going Training & Career...

  • Automotive Service Advisor

    2 weeks ago

    Billings, MT, United States Christian Brothers Automotive Full time

    Company DescriptionChristian Brothers Automotive Benefits: *Up To $50K for Highly Qualified Candidates Closed Every Weekend To Spend Time With Family & Friends Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar Paid Vacation & Paid Holidays Healthcare Benefits Available Matching Retirement Plans On-Going Training & Career...

  • Automotive Service Advisor

    2 weeks ago

    Billings, MT, United States Christian Brothers Automotive Full time

    Company DescriptionChristian Brothers Automotive Benefits: *Up To $50K for Highly Qualified Candidates Closed Every Weekend To Spend Time With Family & Friends Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar Paid Vacation & Paid Holidays Healthcare Benefits Available Matching Retirement Plans On-Going Training & Career...

  • Automotive Service Advisor

    3 days ago

    Billings, MT, United States Christian Brothers Automotive Full time

    Company DescriptionChristian Brothers Automotive Benefits: *Up To $50K for Highly Qualified Candidates Closed Every Weekend To Spend Time With Family & Friends Employer-paid Financial Wellness Program and App, SmartDollar & EveryDollar Paid Vacation & Paid Holidays Healthcare Benefits Available Matching Retirement Plans On-Going Training & Career...

  • AVP Financial Counseling

    2 weeks ago

    Billings, MT, United States Providence Health & Service Full time

    Description Calling All Esteemed Financial Counseling Leaders: Drive Lasting Change in Healthcare Revenue Cycle! Do you excel in navigating complex regulatory landscapes and driving transformational change within the Revenue Cycle? If so, then we have the perfect opportunity for you to lead our Financial Counseling team! The Role: As the Associate Vice...

  • AVP Financial Counseling

    2 weeks ago

    Billings, MT, United States Providence Health & Service Full time

    Description Calling All Esteemed Financial Counseling Leaders: Drive Lasting Change in Healthcare Revenue Cycle! Do you excel in navigating complex regulatory landscapes and driving transformational change within the Revenue Cycle? If so, then we have the perfect opportunity for you to lead our Financial Counseling team! The Role: As the Associate Vice...