Top 76 Financial planner Jobs in Montana

Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas
Thrivent —Missoula, MT
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
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Financial Advisor – with Full Training & Development Program
Northwestern Mutual —Bozeman, MT
- $52,000 - $148,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
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1d
Wealth Management Trainee (MT)
Bankers Life —Missoula, MT
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Wealth Management Trainee (MT)
Bankers Life —Billings, MT
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Financial Advisor – with Full Training & Development Program
Northwestern Mutual —Missoula, MT
- $52,000 - $148,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
1d
Financial Consultant
WealthBridge Financial Group —Laurel, MT
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Great Falls, MT
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
PWM Partner Private Wealth Advisor
U.S. Bank National Association —Bozeman, MT
- $86,360 - $101,600 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Paid holidays
- Disability insurance
Wealth Management Specialist
Bank of America —Missoula, MT
- Full-time
- Background check
- Mid-level
- Office
Trust Officer II
First Interstate Bank —Bozeman, MT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Paid time off
3d
Financial Advisor - Bozeman, MT
Corebridge —Billings, MT
- Choose your own hours
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health insurance
Payroll & Accounting Operations Associate
D.A. Davidson —Great Falls, MT
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Health insurance
Voya Financial Advisor
Voya Financial Advisors —Montana
- Full-time
- Mid-level
- 403(b)
Financial Advisor - Training Provided
True Path Financial —Kalispell, MT
- $50,000 - $150,000 a year
- Full-time
- Hybrid work
- Office
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Managing Director
WealthBridge Financial Group —Lolo, MT
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Family Office Director
Barnard Construction Company —Bozeman, MT
- Full-time
- CPA
- Residential
- Finance
Vice President, Advisory Consulting
Osaic —Montana
- $140,000 - $175,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
WEALTH ADVISOR
Stockman Bank of Montana —Billings, MT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Financial Advisor
WestPac —Missoula, MT
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Associate - West Advisor Group
Thrivent —Helena, MT
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply

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financial planner jobs near montana

Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas

Thrivent -
Missoula, MT

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Job Details

Up to $150,000 a year

Benefits

Paid training
AD&D insurance
Health insurance
Dental insurance
401(k)
Vision insurance

Qualifications

FINRA
Life insurance knowledge
Health insurance
Securities Industry Essentials
Life & Health Insurance License
Experience practicing in the securities industry

Full 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 make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business.

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:

Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

#CAMSml

Pay: Up to $150,000.00 per year

Work Location: In person

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Refine Your Search

financial planner jobs in montana

Financial Advisor - Missoula / Butte / Great Falls / Havre / Kalispell / Billings / Helena / Bozeman and surrounding areas

Financial Advisor – with Full Training & Development Program

Wealth Management Trainee (MT)

Wealth Management Trainee (MT)

Financial Advisor – with Full Training & Development Program

Financial Consultant

Financial Advisor

PWM Partner Private Wealth Advisor

Wealth Management Specialist

Trust Officer II

Financial Advisor - Bozeman, MT

Payroll & Accounting Operations Associate

Voya Financial Advisor

Financial Advisor - Training Provided

Managing Director

Family Office Director

Vice President, Advisory Consulting

WEALTH ADVISOR

Financial Advisor

Associate - West Advisor Group

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