Financial Advisor Northwestern MutualFinancial AdvisorBozeman, Montana$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Merrill Advisor Development Program - Financial Advisor: Mountain West Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Mountain West MarketBillings, MTEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorGreat Falls, MTFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Virtual Financial Advisor - National Remote Thrivent Financial for LutheransVirtual Financial Advisor - National RemoteMTRemote$24.03–$26.44 / hourSuccessful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Financial Advisor - Bozeman, MT Corebridge Financial IncFinancial Advisor - Bozeman, MTBozeman, MTHigh school diploma or GED Ideally, you have 2+ years of experience working as a Financial Advisor A proven and successful sales track record You have an active FINRA Series 7 license and a Series 63 and 65 or 66 You also have an active state variable life and health license. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: • We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Mountain West Merrill Offices Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Mountain West Merrill OfficesBozeman, MontanaThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor - Bozeman, MT Corebridge FinancialFinancial Advisor - Bozeman, MTBozeman, MontanaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)Bozeman, MTThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
Personal Financial Representative - MT AllstatePersonal Financial Representative - MTLincoln, MontanaYou’ll also need to have: • At least 2 years of life insurance or financial services customer facing sales experience • State Life/Health Insurance Licenses • FINRA Series 6 or 7 and 63 (if applicable) licenses • Blended mix of protection and asset accumulation sales • Prior Experience as a Financial Advisor, Financial Planner, Registered Representative or Investment Representative preferred • Professional designations such as RICP, FSCP, CLU, ChFC, CFP and LUTCF preferred • Bachelor’s degree (or higher) with emphasis on business preferred. A typical agency office has one financial specialist who meets with customers face-to-face and a team of licensed professionals who enhances the team's ability to build deep relationships with customers and provide leads.
PWM Partner Private Wealth Advisor U.S. BancorpPWM Partner Private Wealth AdvisorBillings, MT$86,360–$101,600 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
PWM Partner Private Wealth Advisor U.S. BankPWM Partner Private Wealth AdvisorBillings, MontanaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Student Care Advisor Adtalem Global Education IncStudent Care AdvisorPhilipsburg, MTEssential Duties and Responsibilities primary scope oversight in one or more of the following areas Academic Policy and advising Ensure colleagues and faculty are sufficiently trained and updated on academic policies Coordinate student advising efforts for all students including students initial transition to university transition to clinical clerkships students on academic leaves or financial aid probation including individual or group sessions Provide support to students in an escalated or crisis situation such as coordinating evacuation services assisting with access to class materials advising on leave options liaising with Accommodations Office andor working with other students to provide peer support. Participates in student activities including but not limited to answering inquiries for information participating in prospective student visitation and new student orientations and contributing to career development activities Contribute to the updates for the AUC student resources including the Student Timeline Student Handbook FAQs and student communications recommend implement and where applicable enforce policies and procedures as they relate to the student experience and environment.
Pharmacist - Clinical Advisor (Sales & Account Management) CVS Health CorpPharmacist - Clinical Advisor (Sales & Account Management)MTRemote$123,250–$208,000 / yearThe Health Plan Clinical Advisor is responsible for proactively managing the clinical relationship alongside the business lead (SAE/SAD) to understand and drive each of their client's priorities, financial targets, clinical goals and other commitments to their leadership. The Health Plan Clinical Advisor will analyze and evaluate the client's data and competitive marketplace conditions and forces to develop and execute a comprehensive business plan that supports the client's short- and long-term profitability and growth strategies.
Hall & Hall Ranch Management Advisor Hall and HallHall & Hall Ranch Management AdvisorBillings, MTThis role is ideal for a seasoned professional that excels at diagnosing operational challenges, developing strategic improvement plans, and guiding clients toward greater sustainability, profitability, and land stewardship. Hall and Hall, Inc. is seeking a knowledgeable and client-focused Ranch Management Consultant to provide expert advisor services to farm, ranch, and landowners across a diverse portfolio of properties.
HVAC Comfort Advisor Comfort Systems of MTHVAC Comfort AdvisorBozeman, Montana$150,000–$300,000In this consultative sales role, you'll serve as a trusted expert, educating homeowners on HVAC systems, energy savings, indoor comfort solutions, and maintenance best practices while building long-term customer relationships. About Comfort Systems of MT:Comfort Systems of Montana is the region’s leading new‑construction HVAC partner, delivering turnkey heating and cooling solutions for both residential and commercial projects.
Automotive Service Advisor / Writer | Up to $75k u0026 Weekends Off | Billings CHRISTIAN BROTHERS AUTOMOTIVEAutomotive Service Advisor / Writer | Up to $75k u0026 Weekends Off | BillingsBillings, MTChristian Brothers Automotive Benefits: Up To $75K 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 Advancement Employee Point Store Access - Redeem Your Training Points For Awesome Swag & Rewards Continuous Training Available Through The CBA Flywheel Learning System Employee Appreciation Events Chaplain Care Support Available Locally Owned and Operated '', '' Job Title: Automotive Service Advisor / Writer Location: 1525 Zimmerman Trail, Billings, MT 59102, USA Job Overview: As an Automotive Service Advisor/Writer with Christian Brothers Automotive, you are the trusted professional our guests rely on for assistance with their vehicles. Responsibilities include, but are not limited to: Greet every guest that enters our facility with hospitality and respect Present the best solution to properly repair our guest vehicle in a way that is easy for them to understand Manage the store's workflow in an effective and efficient manner Consistently and effectively sell our services without jeopardizing honesty and integrity Maintain a positive attitude and team atmosphere at all times Communicate on the phone in a clear professional manner Build long-term relationships between the store, yourself and our customer Directs, coordinates, and participates in performing customer service activities Shuttle guest as needed in CBA branded vehicle Ensure that all repairs are performed to proper specifications.
Client Solution Advisor - Treasury Management Commercial Card Services The PNC Financial Services Group IncClient Solution Advisor - Treasury Management Commercial Card ServicesMTRemote$52,500–$87,500 / yearWithin PNC''s Commercial Card Services department in Treasury Management, you will enjoy a high-level of customer contact with a dedicated portfolio of commercial card clients via email and phone filled with both routine and unexpected challenges in a remote environment. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Planning & Analysis Senior Analyst – Workforce Planning First Interstate BankFinancial Planning & Analysis Senior Analyst – Workforce PlanningBillings, MTKNOWLEDGE, SKILLS AND ABILITIES Proficient in Microsoft Excel and advanced understanding of forecast modeling EDUCATION AND/OR EXPERIENCE Bachelor's Degree required 4-6 years experience in finance, accounting, business, or a related role required LICENSES AND CERTIFICATIONS Certified Public Accountant preferred Chartered Finance Analyst preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. This position will partner with both Finance and Business Partners to develop detailed budgets and forecasts, track and report performance against budgets, and support key constituents in the understanding of their financial results.
Financial Planning and Analysis Senior Analyst First Interstate BankFinancial Planning and Analysis Senior AnalystBillings, MT$78,540–$125,730 / yearKNOWLEDGE, SKILLS AND ABILITIES Proficient in Microsoft Excel and advanced understanding of forecast modeling EDUCATION AND/OR EXPERIENCE Bachelor's Degree required 4-6 years experience in finance, accounting, business, or a related role required LICENSES AND CERTIFICATIONS Certified Public Accountant preferred Chartered Finance Analyst preferred PHYSICAL DEMANDS AND WORKING ENVIRONMENT The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. First Interstate BancSystem participates in E-Verify which will require new employees to verify their identity and employment eligibility through the internet-based system operated by the Social Security Administration (SSA) and the Department of Homeland Security (DHS).
Financial Planning and Analysis Senior Analyst First Interstate BancSystem IncFinancial Planning and Analysis Senior AnalystBillings, MTThis position will partner with both Finance and Business Partners to develop detailed budgets and forecasts, track and report performance against budgets, and support key constituents in the understanding of their financial results. Leads and supports development of business cases using appropriate financial indices and coordination with other stakeholders.
University of Providence - CFO & EVP of Strategy and Operations Eide Bailly LLPUniversity of Providence - CFO & EVP of Strategy and OperationsGreat Falls, MontanaYou bring strong financial acumen, systems thinking, and experience leading organizations through change, paired with the ability to communicate clearly, build trust across diverse stakeholders, and lead with integrity, accountability, and purpose in a cabinet‑level role. Reporting directly to the President and serving as a key member of the President’s Cabinet, the CFO/EVP will play a central role in shaping institutional strategy, strengthening financial stewardship, and advancing operational excellence in a collaborative, purpose-centered academic community.
Chief Financial Officer (Exempt) Benefis HospitalsChief Financial Officer (Exempt)Great Falls, MontanaThey will have responsibility for all financial functions across the system, including financial reporting and analysis, accounting, revenue cycle (managed through a 3rd party vendor) budgeting and forecasting, capital planning, financial systems, internal controls, and operation improvement. The CFO will partner closely with the CEO and senior leadership team to develop financial strategies that support the organization’s long-term growth, stability and mission.
Vice President/Chief Financial Officer FLATHEAD VALLEY COMMUNITY COLLEGEVice President/Chief Financial OfficerKalispell, MTMaster's degree from an accredited institution in a field appropriate to the responsibilities of the position and a minimum of five years of senior fiscal experience, including significant proven experience in accounting and administration; OR, Bachelor's degree from an accredited institution in a field appropriate to the responsibilities of position and a minimum of ten years of senior fiscal experience, including significant proven experience in accounting and administration. Develops and maintains the college budget and financial forecasts; reviews campus expenditures and works closely with departments of the college in budgeting and finance; prepares and presents financial and budgeting reports.
Account Executive – Financial Services SageAccount Executive – Financial ServicesHelena, MTWorking at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramBozeman, Montana$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Tire and Battery Service Advisor Walmart IncTire and Battery Service AdvisorGREAT FALLS, MT$20–$28 / hourLeverages technology to enhance operations and engagement by using digital tools and handheld devices to plan sales, improve the service experience, make real-time business decisions, stay informed about products and training, and encourage THE adoption of new tools among team members. Respect the Individual :Embraces differences in people, cultures, ideas, and experiences; creates a workplace where associates feel seen, supported and connected through a culture of belonging; creates opportunities for all associates to thrive and perform; helps to attract the best talent.
Branch Office Administrator Edward D Jones & Co LPBranch Office AdministratorPolson, MTDelivering exceptional personalized service to ensure clients feel understood and informed Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year Actively listen for situations in the clients lives that may indicate a need for additional services Driving marketing activities such as planning and executing events. Comprehensive 6-month training including an experienced peer to help mentor you A wide support network that extends from your branch office to your region to the home office Youll often work independently but will have a team of thousands backing you every step of the way.
AVP, Regional Administrative Manager LPL Financial Holdings IncAVP, Regional Administrative ManagerMTCore Competencies: • Self-starter with a strong branch operations background and proven ability to lead work efforts across multiple internal organizations • Strong customer focus, excellent verbal and written communication skills, and extremely organized • Strong analytical, strategic planning skills and relationship management skills • Proven ability to independently and efficiently manage multiple projects concurrently in a fast-paced environment. The Branch Administrative Manager will provide support to employee affiliation offices and teams, including but not limited to, direct management of Client Service Associates and office support staff, coordinate Financial Advisor support efforts delivered through our Client Service Associates, Service and Operations Teams, and collaborate with various business partners to support the ongoing expansion of our national employee affiliation footprint.
Wealth Management Specialist Bank of AmericaWealth Management SpecialistMissoula, MontanaOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Specialist (FP) Bank of America CorpWealth Management Specialist (FP)Missoula, MTOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences helping to create a work community that is culture-driven, resilient, results-focused, and effective. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateGreat Falls, MontanaCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales ActivitiesAdditional Job Details. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Internal Wholesaler - Retirement Plan Sales (West/Mountain) TruStage Financial Group IncInternal Wholesaler - Retirement Plan Sales (West/Mountain)Helena, MT$56,300–$93,800 / yearUtilize face-to-face, outbound calling and web technologies to communicate and provide sales strategies and case design to help advisors make new sales, train on new product releases, and communicate economic and industry data relevant to the use of our products. Through consultative selling strategies, individual performance, and in collaboration with their assigned Regional Sales Representatives and other centers of influence for RPS, this position implements business plans and enhances the efforts of product distribution that occurs through external retirement-focused advisors.
Branch Office Examiner, Compliance Corebridge Financial IncBranch Office Examiner, ComplianceMT$65,000–$75,000 / yearMust have the ability to: Travel via automobile, train, and/or airplane to visit branch offices throughout the United States in business attire throughout the year; carry luggage, a briefcase, company furnished cell phone and company furnished laptop. • Detailed knowledge of the retail brokerage business, investment advisory business, and common investment products - including mutual funds, variable annuities, stocks, and bonds.
Operational Risk Analyst Fiserv IncOperational Risk AnalystMTA successful Operational Risk Analyst identifies, assesses, and mitigates risks arising from internal processes, systems, and external fraud events to prevent financial loss, reputational damage, and regulatory breaches. Work with cross-functional teams to facilitate financial transactions, embed a risk-aware culture, and provide training on best practices.
Regional Vice President WealthBridge Financial GroupRegional Vice PresidentBillings, MT$150,000–$225,000The ideal candidate will be a proven leader in the financial services industry with a passion for building high-performing teams, fostering a culture of excellence, and executing long-term strategies that deliver measurable results. In this influential role, the RVP will provide senior leadership and direction to Managing Directors throughout the region, with the overarching responsibility of driving growth, enhancing advisor development, and expanding the firm’s presence in the market.
Client Portfolio Manager D.A. Davidson & Co.Client Portfolio ManagerBozeman, MTProvide exceptional client service to institutional clients of the firm • Prepare and present to boards of directors and other decision-makers • Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, performance, and potential enhancements • Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs • Monitor client portfolios to ensure ongoing compliance with Investment Policies • Implement investment strategies for clients that align with their objectives and risk tolerances • Prospect pitch and convert new institutional clients to our firms services • Work closely with D.A. Adhere to all the firms Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors: • Curiosity • Avoid becoming defensive and remaining open to learning • Accountability • Taking 100% responsibility, no more, no less, for results, no blaming • Candor • Engaging in courageous truth-telling to increase power and speed in decision-making • Awareness • Tapping every emotional and intuitive resource for decision-making • Passion • Discovering and allowing people to do what they do best • Appreciation • Expressing gratitude and fostering a culture of sincere cooperation.
Hybrid LTC Internal Wholesaler Manulife Financial CorpHybrid LTC Internal WholesalerMTRemote$45,000–$75,000 / yearManulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. As an LifeCare Internal Wholesaler, you will help grow revenue within a defined territory by cultivating relationships with financial advisors and sharing the John Hancock goal of customers living Longer, Healthier and Better lives.
Project Manager BrightViewProject ManagerBelgrade, MTManage cost reports, analyze budget variances, and recommend strategies to lower project costs; review labor quantities and phases to facilitate accurate project tracking. + Proficient with computer software programs, including MS Office suite (Word, Excel, and Outlook), scheduling, project management, and digitizing software.
Operations Associate - Dividend & Reorganization D.A. Davidson & Co.Operations Associate - Dividend & ReorganizationGreat Falls, MTThe associate also ensures accurate payment activity is maintained within each customer account by accurately posting, reviewing and validating entries for multiple payment and security types; balances various reconciliation reports, responds to branch inquiries and resolves departmental processing issues. Create notifications for FAs to access, review and make elections through BetaLink for their clients that have positions in securities related to newly announced Corporate Actions.
Claim Specialist - Property Field Inspection State FarmClaim Specialist - Property Field InspectionBozeman, MT$59,059.65–$90,000 / yearCompetitive candidates should reside within one of the listed zip codes and will service this same territory: 59011 59018 59020 59027 59030 59033 59036 59047 59052 59053 59055 59065 59069 59081 59082 59085 59086 59642 59643 59644 59645 59714 59715 59716 59718 59720 59729 59730 59735 59740 59741 59745 59747 59752 59758 59760 . With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!