Stockman Bank of Montana logo

WEALTH ADVISOR

Stockman Bank of Montana

Billings, MTFull-timePosted 5mo agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Billings, MT
Schedule
Full-time
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Series 65Bachelor's degree

Job overview

Stockman Bank of Montana is hiring a WEALTH ADVISOR. The Wealth Advisor delivers high-quality, comprehensive wealth management services and contributes to the growth of Stockman Wealth Management, Inc. This role focuses on developing new client relationships while maintaining and deepening existing ones, ensuring a consistently high level of personalized client service. Key responsibilities include financial planning, portfolio management, client relationship management, client service, and business development.

Key focus areas include Deliver high-quality, comprehensive wealth management services, Contribute to the growth of Stockman Wealth Management, Inc., and Develop new client relationships.

Successful candidates bring Bachelor's Degree, Series 65, and Travel Required. Important skills include Exceptional Client Service, Communication, Organizational Skills, Work Independently, Prioritize Multiple Tasks, and Attention To Detail. Preferred (not required): Budgeting, Portfolio Management, Client Relationship Management, and Business Development.

Skills & qualifications

RequiredNice to have

Skills

Exceptional Client ServiceCommunicationOrganizational SkillsWork IndependentlyPrioritize Multiple TasksAttention to DetailProblem Solving SkillsProject Management SkillsMicrosoft OfficeOutlookMicrosoft WordExcelPowerPointAction OrientationApplied Learning AbilityCreative Problem-Solving AbilityInterpersonal SkillsProfessionalismBudgetingPortfolio ManagementClient Relationship ManagementBusiness DevelopmentInvestment Activities KnowledgeInvestment Policies KnowledgeCompliance Issues Knowledge

Qualifications

Bachelor's Degree or Equivalent Professional ExperienceSeries 65No Disclosure Events or Violations on Form U4CFPTravel Required

Full job description

Officer Full-Time

Billings, MT, US

Position General Responsibilities:

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

  • Bachelor’s degree or equivalent professional experience

  • CFP Preferred

Minimum Qualifications:

  • Strong commitment to providing exceptional client service.

  • Strong communication and organizational skills.

  • Must be able to work independently and to prioritize multiple tasks.

  • Strong attention to detail, problem solving skills, and project management skills.

  • Series 65

  • No disclosure events or violations on Form U4

  • Familiarity with Microsoft Office (Outlook, Word, Excel, and PowerPoint).

Note: Travel is required for this position and includes overnight trips.

Specific Skills Requirements:

  • Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.

  • Applied Learning Ability – understanding new information and complex ideas quickly and without confusion.

  • Strong Communication Skills (written and verbal) – ability to disseminate complex information in an easily-understandable format to an audience of varied knowledge level.

  • Creative Problem-Solving Ability – looking for solutions to achieve desired results.

  • Strong Interpersonal Skills – with ability to interact effectively with all levels of management.

  • Professionalism – maintaining a professional attitude, image, and work ethic.

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.

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