Financial Consultant
Wealthbridge-Financial-Group
Overview Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Responsibilities Engage with clients to understand their financial objectives and risk tolerance. Provide tailored financial advice and strategies that align with clients' goals. Leverage financial tools and analytics to assess client needs and develop action plans. Collaborate with a network of industry experts and access to resources to serve clients effectively. Qualifications Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem-solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr
$21.99 - $25.54 per hour
...Position Details Position Information Announcement Number STAFF - VA - 26057 Classification Title Accounting Analyst Working Title Financial Associate Brief Position Overview An opportunity to join a growing organization! The Fiscal Shared Services Financial Associate...SuggestedHourly payContract workTemporary workMontana State University
Bozeman, MT1 day ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Bozeman, MT4 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Bozeman, MT3 days ago- Business Development Manager/ Strategic Growth Partner (MN, IA, WI, ND, SD, MT & WY) Prudential Advisors is looking for an experienced financial professional in the Bozeman area that is interested in working with Prudential existing clients base. This exciting position will...SuggestedFull time
- ...Job Description Job Description Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll...Suggested
Thrivent
Bozeman, MTmore than 2 months ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Bozeman, MT5 days ago- ...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...Full timeWork at officeNight shift
Stockman Bank
Bozeman, MT1 day ago - ...Northwestern Mutual is offering an internship position for College Financial Representatives in Bozeman, Montana. Interns will gain invaluable experience in financial planning, prospecting, and networking while building their business. The program provides flexible schedules...Full timeInternshipFlexible hours
Northwestern Mutual
Bozeman, MT4 days ago - ...TwinThread is seeking a Private Client Advisor in Bozeman, Montana, to offer personalized financial planning and advice. The successful candidate will build and manage client relationships, delivering tailored investment solutions while emphasizing digital tools. A minimum...
Aumni
Bozeman, MT3 days ago $1,000 per month
...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. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Bozeman, MT2 days ago$80k - $90k
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and...Interim roleWork at officeLocal areaImmediate startShift workDay shiftBank of America
Bozeman, MT3 days ago- Essential Functions & Key Areas of Responsibility Develop customer relationships through active profiling and needs‑based questioning to identify deposit, credit, investment, and other needs. Responsible for opening new personal and business deposit accounts, identifying...
Opportunity Bank of Montana
Bozeman, MT3 days ago - If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Bozeman, MT West branch. What’s Important To You Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance ...Night shift
First Interstate
Bozeman, MT3 days ago - Teller Position This entry level teller position is responsible for greeting customers and handling broad-based banking service and customer transactions. None None Basic Qualifications: Strong commitment to providing exceptional customer service. Good interpersonal/team...
Stockman Bank
Bozeman, MT24 days ago - Teller Position Are you looking for an amazing career opportunity? Come join our awesome team in beautiful downtown Bozeman! As a Full Time Teller you will greet customers with a smile, assess and fill their needs in a professional manner. Process all customer deposits...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
Glacier Bancorp
Bozeman, MT13 days ago - ...as a knowledgeable resource and guiding them through their lending needs. You’ll play a key role in helping members achieve their financial goals while also strengthening Clearwater’s presence and partnerships within the community. This is a fast-paced, high impact position...Full timeLocal area
Clearwater Credit Union
Bozeman, MT2 days ago - Career Concepts is recruiting for a Bank Teller with a reputable company in Bozeman. This is a great opportunity for someone who enjoys working with people and providing excellent customer service. Responsibilities Assisting customers with transactions Handling...
Bozeman Area Chamber of Commerce
Bozeman, MT2 days ago - Entry Level Teller This entry level teller position is responsible for greeting customers and handling broad-based banking service and customer transactions. None None Strong commitment to providing exceptional customer service. Good interpersonal/team skills with ability...Part time
Stockman Bank
Bozeman, MT1 day ago - Teller Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much...Work experience placement
Wells Fargo
Bozeman, MT18 hours ago - Join to apply for the Full Time Teller role at First Security Bank Montana - Div. of Glacier Bank Join to apply for the Full Time Teller role at First Security Bank Montana - Div. of Glacier Bank About The Role Come join our amazing team at our Four Corners location, as...Full timeWork at officeVisa sponsorshipWork visa
First Security Bank Montana - Div. of Glacier Bank
Bozeman, MT2 days ago - Bank Teller Basic paying and receiving teller duties. Oversee all Teller staff and functions of teller area. Administration of all teller transactions. Protection of Bank assets and referral of Bank products and services. Responsible for training of Tellers at branch...Night shift
Stockman Bank
Bozeman, MT5 days ago - Full Time Teller Are you looking for an amazing career opportunity? Come join our awesome team at our Four Corners location! As a Full Time Teller you will greet customers with a smile, assess and fill their needs in a professional manner. Process all customer deposits...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- ...DUTIES AND RESPONSIBILITIES: Perform commercial loan underwriting tasks such as analyze business & personal tax returns and financial statements, identify trends and concerns and work closely with assigned commercial team and customers to understand & mitigate...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visa
First Security Bank Bozeman
Bozeman, MT17 hours ago - We are hiring a Teller at First Interstate Bank’s Bozeman, MT West Branch. SUMMARY The Teller will handle daily teller transactions in both the lobby and drive‑up locations, provide outstanding client service, and build client relationships by recognizing referral opportunities...Night shift
- ...our operations and is looking for an experienced Mortgage Loan Consultant to join our team. The successful applicant will be responsible... ...and help them to select the program that best fits their financial goals and needs. Assist the loan processor in gathering the necessary...Local area
Gum Tree Mortgage
Bozeman, MT1 day ago $90.23k
.... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise...Work experience placementH1bCDM Smith
Bozeman, MT4 days ago$25 - $28 per hour
City, State: Bozeman, Montana Title: Marketing Manager Location: Bozeman, MT FLSA: Non-Exempt Status: Part-time Reports to: General Manager Supervises: Property Marketing Department Pay Range: $25 - $28 Job Summary The Marketing & Community Engagement Manager...Part timeSeasonal workWork at officeLocal areaFlexible hoursAfternoon shift$75.2k - $90.3k
...are inspired by big challenges, driven to learn and grow, and dedicated to making a meaningful difference. ABOUT THE ROLE The Financial Analyst for Entegral plays a key role in analyzing, evaluating and optimizing our financial and operational performance. Operating...Full timeWork experience placementRemote workWork from homeFlexible hoursEnterprise
Bozeman, MT1 day ago- ...profits and is dedicated to earning customers for life. In this consultative sales role, you'll serve as a trusted expert, educating... ...opportunities. ~ Mentorship and personal, professional, and financial goal planning. ~ Team outings, hunting trips, camping trips...For contractorsWork at officeLocal area
$115k - $145k
...but typically include an academic or industry expert, senior consultants, and Analysts. Within a case team, you will make important contributions... ..., involving key responsibilities such as: Developing financial and economic models; Analyzing large datasets; Examining...Full timeWork experience placementLocal areaCornerstone Research
Bozeman, MT2 days ago
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