WEALTH ADVISOR

WEALTH ADVISOR

Kalispell, MT Job Details Full-time 2 days ago Qualifications Financial planning Microsoft Excel Managing investment portfolios Customer relationship building Microsoft Outlook CFP Mid-level Business development Project management Bachelor's degree Managing clients in a finance role Task prioritization Client services Organizational skills Business development within finance Series 65 Communication skills

Full Job Description 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.