Wealth Management Associate

1 week ago


Billings, Montana, United States Leah Yosef International Full time

Independent RIA

Billings, Montana

Overview

Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months.

Clear track to equity partnership

Highlights

  • Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, family-oriented office environment backed by the strength of a national platform

  • Serve as a relationship-focused associate advisor, caring for existing clients, engaging in community events, and supporting growth

  • Access to extensive planning capabilities inclusive of in-house tax planning, compliance, and estate planning to provide best in-class service

  • The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF's as well as a full suite of alternatives

  • Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities

1819



  • Billings, Montana, United States First Interstate Full time

    **If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.This position is located at our Billings, MT Shiloh branch.What's Important to YouWe know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their...

  • Sales Associate

    4 days ago


    Billings, Montana, United States BoxLunch & Hot Topic Full time

    Get some, give back We're looking for pop culture fanatics to help create the best experience for our customers.   We're on the search for a Sales Associate that will help lead our civic minded, pop culture driven brand.  As a BoxLunch Sales Associate, you'll be a huge part of our success by providing the best customer service, ensuring that fellow fans...


  • Billings, Montana, United States Beacon National Agency Full time

    Are you ready for your next sales challenge? We're seeking ambitious, self-motivated individuals to join our fast-growing team as Sales Associates on a remote basis. Whether you're an experienced sales professional or just starting your career, this opportunity offers the flexibility of working from home, unlimited earning potential, and comprehensive...

  • Division Manager

    2 days ago


    Billings, Montana, United States Jm Test Systems Full time

    ←Back to all jobs at JM TEST SYSTEMS LLCDivision ManagerJM Test Systems is seeking a Division Manager tolead operations at our Billings, MT facility. This role is responsible foroverseeing daily business unit activities, guiding a cross-functional team, andensuring operational excellence in alignment with our core valuesof Quality, Safety, and Customer...


  • Billings, Montana, United States Nevro Full time

    Nevro (A subsidiary of Globus Medical) is a global medical device company . We are focused on delivering comprehensive, life-changing solutions that continue to set the standard for enduring patient outcomes in chronic pain treatment. The company started with a simple mission to help more patients suffering from debilitating pain and developed its...

  • General Manager

    2 weeks ago


    Billings, Montana, United States Servpro Full time

    Benefits:401(k) matchingBonus based on performanceCompetitive salaryHealth insurancePaid time off Servpro of Billings is adding a General Manager to our teamAs the General Manger, you will be responsible for coordinating and overseeing the daily operations of the franchise. You'll hire, train, and develop the franchise employees, impacting their future as...


  • Billings, Montana, United States Dakota Supply Group Full time $37,500 - $133,125

    Salary Range: This position is eligible for our Account Manager Commission Program, which includes a general range of salary and total compensation (salary + commission and accelerator) that varies based on assigned accounts and the total GP$ associated with those accounts.Base Salary Range: $37,500-$133,125Base Commission: Earned monthly on paid gross...

  • Detailer Manager

    1 day ago


    Billings, Montana, United States Bretz RV & Marine Full time

    Are you a positive leader with a knack for team building? Do you have a passion for ensuring quality and presentation in the RV & Marine industry? We're seeking a dynamic individual to join our team as a Detail Manager. In this role, you'll play a pivotal part in overseeing the quality of work coming out of our recon and cleaning department.Qualified...


  • Billings, Montana, United States Aerotek Full time

    Why Aerotek?Aerotek is an operating company within Allegis Group, a global leader in talent solutions. We are a privately held organization with over200+ officesnationwide. We work with95%ofFortune 500 companiesand specialize in staffing and services solutions in manufacturing, logistics, construction, aviation, facilities and maintenance.Working at Aerotek...

  • Sales Associate

    2 days ago


    Billings, Montana, United States Red Wing Shoes - Montana Full time

    About usAt Red Wing Shoes - Montana we aspire to be a premier footwear and retail company powered by engaged employees delivering remarkable products, services, and experiences.Since opening, we've held the simple, yet powerful belief that what we do at Red Wing Shoes - Montana makes a lasting difference in people's lives. We offer on-the-job training and an...