Top 28 Financial planner Jobs in Whitefish, Mt

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
Associate Financial Advisor
Edward Jones —Whitefish, MT
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
2d
WEALTH ADVISOR
Stockman Bank of Montana —Kalispell, MT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
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

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Outside Sales Representative
Coca-Cola Bottling Company High Country —Kalispell, MT
Valid driver’s license and a motor vehicle driving history that meets CCBCHC guidelines. Execute and close all sales calls for assigned geographic sales route.
$55,000 - $68,000 a year
Quick Apply
8d
Regional Parts Sales Manager
Hobart Service —Kalispell, MT
Strong knowledge and proven capability to develop and implement strategic growth initiatives concurrently through multiple sales channels.
$85,000 - $110,000 a year

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$100,000 - $150,000 a year
Quick Apply

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financial planner jobs near whitefish, mt

Financial Advisor - Training Provided

True Path Financial -
Kalispell, MT

Quick Apply

Job Details

Full-time | Contract
$50,000 - $150,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Professional development assistance
Flexible schedule
Life insurance
Referral program

Qualifications

Insurance needs analysis
Financial sales
Customer relationship building
Referral-based lead generation
Identifying new business opportunities
Sales referrals
Income tax planning
Life insurance knowledge
Managing financial planning clients
Bachelor's degree
Client retention
Industry trends
Financial product expertise
Initial Contact (sales skills)
Organizational skills
Financial goal setting advisory services
Prospecting
Business development within finance
Financial needs assessment
Client acquisition
Life insurance sales
Client referrals
Community relationship building
Insurance sales
Retirement planning advisory services
Communication skills
Entry level

Full Job Description

Financial Advisor (Entry-Level or Experienced)

Build a Career with Purpose. Create Your Own Success.

At True Path Financial, we believe financial professionals should have the freedom to build a career that aligns with their goals while making a meaningful impact on the lives of others.

As a Financial Advisor, you'll work directly with individuals, families, and business owners to help them navigate important financial decisions and pursue long-term financial confidence. Whether you're just beginning your career or looking to take your practice to the next level, you'll have access to industry-leading training, mentorship, and resources designed to help you succeed.

This is more than a job—it's an opportunity to build your own career with the support of an established organization committed to your growth.

What You'll Do

Build and maintain long-term client relationships
Help clients identify financial goals and develop personalized strategies
Educate clients on a variety of financial and insurance solutions
Expand your network through referrals, community involvement, and professional relationships
Participate in ongoing training, mentorship, and professional development opportunities
Develop a practice that reflects your strengths, interests, and career goals

Why Join True Path Financial?

Comprehensive training and mentorship program
Clear path for career advancement and professional growth
Access to innovative planning tools and technology
Flexible schedule with hybrid work opportunities
Business-minded environment with the support of an established firm
Collaborative team culture focused on personal and professional success
Competitive compensation with upside earning potential

Compensation

$50,000 – $150,000+ per year

Commission-based compensation
Performance incentives and bonus opportunities
Income potential based on production and business growth

Benefits

401(k)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Flexible Schedule
Professional Development Assistance
Referral Program
Retirement Plan

Job Details

Job Type: Full-Time, Contract

Work Location: Hybrid (Kalispell, MT)

Relocation: Preferred but not required

Schedule: Flexible

This position is not fully remote and may require in-person client meetings, training, and office collaboration.

Compensation:

$50,000 - $150,000+ at plan commission

Responsibilities:

Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
Actively prospect and generate new business opportunities through networking, referrals, and community involvement.

Qualifications:

Desired Skills & Qualifications:

Bachelor's Degree or equivalent in work experience.
Excellent communication and relationship-building skills.
Integrity and Strong Work Ethic.
Business-Minded Spirit.
Confidence and Resilience.

About Company

At True Path Financial, we are proud to be Champions of Financial Freedom—helping individuals, families, and business owners build the confidence and security they need to pursue their financial goals.

As an agency of National Life Group, we are part of a mission-driven organization with more than 176 years of experience helping families protect what matters most and plan for the future with confidence. Guided by National Life Group’s mission “To Do Good,” we are committed to making a positive impact in the communities we serve while helping our clients navigate life’s financial milestones.

We’re looking for motivated professionals who are passionate about building a rewarding career in financial services while making a meaningful impact in the lives of others. If you value structured support, mentorship, and professional growth opportunities, we’d love to connect with you!

Quick Apply

Refine Your Search

financial planner jobs in whitefish, mt

Financial Advisor - Training Provided

Associate Financial Advisor

WEALTH ADVISOR

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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