Top 50 Financial consultant Jobs in Wyoming

Trust Administrative Assistant I, II, or III
ANB Bank —Cheyenne, WY
- $18.50 - $29.00 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
6d
Insurance Agent - Rock Springs, WY
Horace Mann —Rock Springs, WY
- Mid-level
- Financial services
- 2 years
Quick Apply
9d
Financial Consultant
WealthBridge Financial Group —Casper, WY
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Trust Administrator Associate
JPMorganChase —Jackson, WY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
7d
Trust & Estates Professional
JPMorganChase —Jackson, WY
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
6d
Vice President, Advisory Consulting
Osaic —Wyoming
- $140,000 - $175,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Managing Director
WealthBridge Financial Group —Casper, WY
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Cheyenne, WY
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
SVP, Trust Officer
First Western —Jackson, WY
- $125,000 - $175,000 a year
- Full-time
- 7 years
- Office
- Business development
- Commuter assistance
- Health savings account
Quick Apply
16h
Director, Senior Wealth Advisor
First Western —Pinedale, WY
- $132,800 - $199,200 a year
- Full-time
- 5 years
- Office
- Finance
- Commuter assistance
- Health savings account
Quick Apply
16h
Wealth Advisor Analyst
First Western —Jackson, WY
- $79,000 - $102,700 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Commuter assistance
- Health savings account
Quick Apply
14h
Wealth Advisor I
First Interstate Bank —Sheridan, WY
- Full-time
- Microsoft Excel
- Computer literacy
- Mid-level
- Paid holidays
- Paid time off
Associate - West Advisor Group
Thrivent —Cheyenne, WY
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
9d
Wealth Solutions Investment Advisor
Empower —United States
- $50,300 - $69,125 a year
- Remote
- Mid-level
- Finance
- Business development
- Paid parental leave
- Paid holidays
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
3h
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
3h

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Trust Administrative Assistant I, II, or III

ANB Bank -
Cheyenne, WY

Apply Now

Job Details

Full-time
$18.50 - $29.00 an hour
6 days ago

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Referral program

Qualifications

Customer communication
Employee relationship building

Full Job Description

ANB Bank has financial strength embodied in $3 billion in assets and is a true community bank with an unwavering commitment to excellence. The bank helps each of its communities prosper through investment, sponsorship, philanthropy, and employee volunteerism. It is a passion ANB has for banking that makes a difference.

ANB Bank hires individuals who provide excellent customer service and build meaningful relationships with our customers and within our communities. ANB is committed to rewarding our team members who strengthen our company and culture. ANB offers competitive compensation and a comprehensive benefits package for this position.

Hiring Pay Ranges: $18.50 - $29.00 per hour

Trust Administrative Assistant I - $18.50 - $24.50 per hour
Trust Administrative Assistant II - $19.25 - $26.50 per hour
Trust Administrative Assistant III - $21.25 - $29.00 per hour
- The hiring pay range for this position is commensurate with the level of relevant experience and education.

Health & Wellness Benefits (Subject to Eligibility Requirements)

Minimum 4 Weeks of Paid Time Off (PTO)
11 Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
Company provided Live, AD&D, and Disability Insurance with supplementation options
401(k) plan with discretionary company match and profit sharing
Discretionary annual bonus and employee referral incentives
Employee Assistance Program (EAP)
Tuition Reimbursement Program
Spanish Communication Assistant Program Incentive
Employee Banking Products

Summary

Provides administrative support for trust accounts. Responsibilities include customer assistance, trust accounting, system processing, and account reconciliation. Day to day administrative responsibilities for a varied portfolio of trust, conservatorship, investment management and custodial accounts; following sound fiduciary principles. The position requires forming working relationships with, and knowledge of, our clients. The position supports Trust Officer(s) and the Trust Administrative Coordinator with day to day administrative functions.

Essential Duties and Responsibilities

Manage client relationships, monitoring internal compliance and trustee requirements, participate in the coordination of the operations and investment processes to ensure correct procedures, accuracy, and timeliness requirements are met.
Develop sound working relationships with customers, employees, and outside professionals, such as attorneys and CPAs.
Maintain active communications with clients to ensure client’s needs are being met.
Coordinate with other ANB Financial Services personnel in the maintenance and service of accounts.
Proficient with Microsoft Word, Excel and Outlook. Adept at learning new software, including the trust accounting platform.
Ability to review documents and assist in set up of new accounts.
Assist in performing account reviews.
Coordinate and renew compliance requirements per legal documents to ensure proper actions are being taken.
On-going maintenance of customer accounts, including maintaining correct client instructions.
Respond to customer inquiries in a timely and professional manner.
Monitor accounts for sufficient cash balances to avoid overdrafts.
Coordinate with customers and portfolio managers for purchase and settlement of investments and other transactions.
Process account transactions. Verify the accuracy of posted transactions.
Deliver high quality of service as defined by department standards.
Ability to multi-task and prioritize daily tasks efficiently as well as manage ongoing projects.
Maintain a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures.
Maintain confidentiality as defined by department standards.
Supports the company’s Mission, Vision, and Values.
Other duties may be assigned.

Education and/or Experience
Trust Administrative Assistant I

0 – 3 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience.

Trust Administrative Assistant II:

3 - 6 years of experience in trusts, trust accounting, and investments; or equivalent combination of education and/or experience.

Trust Administrative Assistant III:

6+ years of experience in trusts, accounting, and investments; or equivalent combination of education and/or experience.

Work Schedule: Monday - Friday, 8:00am - 5:00pm

Equal Opportunity Employer / Affirmative Action / Minorities / Female / Disability / Veteran

ANB Bank is committed to providing Equal Opportunity in Employment. The Bank is continually trying to improve recruitment, employment, development, and promotional opportunities for its employees. Our selection decisions are based on job-related factors and not on the basis of age, race, sex, color, religion, national origin, disability, sexual orientation, veteran status, pregnancy, marital status, genetic information, gender identity, or any other status protected by federal, state, or local law.

ANB Bank complies with the Equal Pay for Equal Work Act. ANB Bank requests that Applicant not disclose its wage history to ANB Bank. If ANB Bank for any reason comes into possession of Applicant's wage rate history, ANB Bank will not rely on it in determining a wage rate. ANB Bank requests that Applicant not provide information on age, date of birth, or graduation date from any academic institution, including on resumes.

Anticipated Date of Application Window Closure: 09/06/2026 (or until filled)

Apply Now

Refine Your Search

financial consultant jobs in wyoming

Trust Administrative Assistant I, II, or III

Insurance Agent - Rock Springs, WY

Financial Consultant

Trust Administrator Associate

Trust & Estates Professional

Vice President, Advisory Consulting

Managing Director

Financial Advisor

SVP, Trust Officer

Director, Senior Wealth Advisor

Wealth Advisor Analyst

Wealth Advisor I

Associate - West Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Retirement Planner

Wealth Solutions Investment Advisor

Empower Financial Planner

Workplace Planning Consultant

Retirement Planner

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