Top 20 Advisor Jobs in Montana

Associate Financial Advisor
Edward Jones —Whitefish, MT
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
23h
Service Advisor
Red Rock Ford, Inc - Williston / Red Rock Reconditioning Center —Billings, MT
- $60,000 - $90,000 a year
- Full-time
- Clean driving record
- Dealership
- Computer literacy
- Health insurance
- Dental insurance
Quick Apply
20h
Director, Commercial Lines
Insurance Office of America, Inc. —Great Falls, MT
- $125,000 - $150,000 a year
- Full-time
- 5 years
- Analysis skills
- Epic
- Paid holidays
- Health insurance
Quick Apply
2h
Account Associate
Pathlabs —Missoula, MT
- Full-time
- Hybrid work
- Google Workspace
- Basic math
- Research
- Health savings account
- Paid holidays
17h
Travel Sales Manager
AAA NCNU —Bozeman, MT
- Full-time
- Writing skills
- Mid-level
- Office
- Wellness program
- Paid holidays
Quick Apply
22h
Health Technician-Prosthetic Eyeglass Program Coordinator
US Veterans Health Administration —Fort Harrison, MT
- $40,736 - $65,599 a year
- Online Application
- Background check
- Psychiatry
- Writing skills
13h
Motor Power Kenworth Heavy Duty Truck Service Advisor
W.W. Wallwork Inc. —Billings, MT
- $60,000 - $65,000 a year
- Background check
- Pass drug screening
- High school diploma or GED
- Dental insurance
- 401(k)
Quick Apply
3h
Customer Service Representative
Crash Champions —Bozeman, MT
- $10.55 - $23.05 an hour
- Full-time
- Organizational skills
- Entry level
Quick Apply
22h
Tax Expert - Expert Center (West)
Intuit —Missoula, MT
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Travel Sales Advisor
AAA NCNU —Helena, MT
- Full-time
- Bilingual
- Google Workspace
- Research
- Wellness program
- Paid holidays
Quick Apply
22h

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advisor jobs near montana

Associate Financial Advisor

Edward Jones -
Whitefish, MT

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Job Details

Full-time
23 hours ago

Benefits

Profit sharing
Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance

Qualifications

Financial planning software
Research

Full Job Description

This job posting is anticipated to remain open for 30 days, from 18-Aug-2026. The posting may close early due to the volume of applicants.

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 on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.

As an associate financial advisor at Edward Jones, you’ll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes.

What you’ll do

Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long‑term priorities
Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship‑based financial planning experience

What experience you’ll need

A bachelor's degree, equivalent professional experience, or a background in financial services, sales, or a field that has developed your ability to build relationships and achieve results
Demonstrated experience in sales, business development, client relationship management, or a role requiring strong interpersonal communication skills
Self-motivation and a strong drive to achieve goals - you hold yourself accountable and thrive in a performance-oriented environment
Clear, confident communication skills - able to simplify complex concepts and guide meaningful client conversations
Willingness to obtain Series 7, Series 66, and state insurance licenses within three months of hire - all licensing is fully sponsored and supported by Edward Jones
Comfort learning and applying financial planning software and digital engagement tools

What could set you apart

Partial securities licensing (such as the SIE exam) is a genuine plus - but please don't let an incomplete licensing profile stop you from applying. If you bring strong sales instincts or a passion for financial services, we want to hear from you
3–5 years of experience in financial services, investment advisory or wealth management
CFP® (Certified Financial Planner) designation or active progress toward it
Familiarity with financial planning tools such as MoneyGuide or Salesforce

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a salaried professional, you can also expect…

A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
- Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

You'll be competitively compensated…

Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.

Apply Now

Refine Your Search

advisor jobs in montana

Associate Financial Advisor

Service Advisor

Director, Commercial Lines

Account Associate

Travel Sales Manager

Health Technician-Prosthetic Eyeglass Program Coordinator

Motor Power Kenworth Heavy Duty Truck Service Advisor

Customer Service Representative

Tax Expert - Expert Center (West)

Travel Sales Advisor

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