WEALTH ADVISOR

Officer Full-Time
Bozeman, 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.