About this opportunity
Stockman Bank lists this WEALTH ADVISOR opportunity in kalispell, Montana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Officer Full-Time
nSWM - Kalispell Main, Kalispell, MT, US
nPosition General Responsibilities:
nResponsible 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.
nEducation, Experience and Certification Requirements
nnnBachelor’s degree or equivalent professional experience
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nnCFP Preferred
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n nMinimum Qualifications:
nnnStrong commitment to providing exceptional client service.
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nnStrong communication and organizational skills.
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nnMust be able to work independently and to prioritize multiple tasks.
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nnStrong attention to detail, problem solving skills, and project management skills.
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nnSeries 65
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nnNo disclosure events or violations on Form U4
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nnFamiliarity with Microsoft Office (Outlook, Word, Excel, and PowerPoint).
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n nNote: Travel is required for this position and includes overnight trips.
nSpecific Skills Requirements:
nnnAction Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
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nnApplied Learning Ability – understanding new information and complex ideas quickly and without confusion.
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nnStrong Communication Skills (written and verbal) – ability to disseminate complex information in an easily-understandable format to an audience of varied knowledge level.
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nnCreative Problem-Solving Ability – looking for solutions to achieve desired results.
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nnStrong Interpersonal Skills – with ability to interact effectively with all levels of management.
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nnProfessionalism – maintaining a professional attitude, image, and work ethic.
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n nDimension of Job:
nThis position requires a thorough knowledge of investment activities and policies, compliance issues and organizational skills.
nFor full description, which includes physical mental demands please see attachment.
Worksite address
kalispell, MT, 59904, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.