Independent RIA
Billings, Montana
Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months.
Clear track to equity partnership
Highlights
Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, family-oriented office environment backed by the strength of a national platform
Serve as a relationship-focused associate advisor, caring for existing clients, engaging in community events, and supporting growth
Access to extensive planning capabilities inclusive of in-house tax planning, compliance, and estate planning to provide best in-class service
The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF's as well as a full suite of alternatives
Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities
$39k-74k yearly est. 60d+ ago
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J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
JPMC
Finance planner job in Billings, MT
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$39k-74k yearly est. Auto-Apply 6d ago
Senior Fixed Income Investment Analyst
First Interstate Bancsystem 3.5
Finance planner job in Billings, MT
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
can be located at Billings, MT; Bend, OR; Boise, ID, Omaha, NE and Sioux Falls, SD. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Senior Fixed Income Investment Analyst is a key contributor to the Corporate Treasury team with deep subject matter expertise developed in investment securities analysis, investment portfolio analysis, liquidity, interest rate risk, capital, and capital market risk management. This key position is a leader with ability to independently manage multiple projects, conduct analysis and present findings/conclusions/recommendations to Corporate Treasury leadership team, senior management and executive management.
The Senior Fixed Investment Analyst will lead tactical and day-to-day responsibilities related to one or more of the following: investment and portfolio analysis, liquidity management, liquidity stress testing, capital management, capital stress testing, interest rate risk analysis, investment and portfolio analysis, and SEC reporting while ensuring compliance with relevant regulatory guidance, internal policies and procedures, tight controls, a repeatable process that optimizes technology and SOX compliance.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides analytical leadership, project management and presentation development to assist Corporate Treasury management to meet strategic, tactical and daily objectives in following areas of Fixed Income Portfolio Management:
Conduct fundamental analysis on First Interstate's fixed income investment portfolio. Analysis will be both bottom up (security specific) and top down (portfolio and sector level) in assessing bonds from a variety of asset classes/issuers. Analysis will also be conducted as part of strategic balance sheet management, partnering with other subject matter experts (SME) to provide insight on First Interstate's investment portfolio in context of balance sheet management.
Be a subject matter expert on all securities in First Interstate's fixed income investment portfolio with deep knowledge of drivers of security specific cash flows, supply/demand trends and macro market conditions. Conduct diligence on new investment opportunities and monitor performance of existing investments. Enhance existing processes and develop new processes to further understanding of fixed income investment portfolio.
Lead on relative value and portfolio optimization with view towards identifying opportunities that meet return on capital objectives and organization risk tolerances.
Conduct Interest Rate Risk analysis of securities portfolio and partner with Corporate Treasury Interest Rate Risk team to evaluate and make recommendations on portfolio optimization to achieve organization interest rate risk objectives.
Conduct Liquidity Risk analysis of securities portfolio and partner with Corporate Treasury Liquidity Risk team to evaluate liquidity risk of investment portfolio.
Conduct analysis of securities portfolio and partner with Corporate Treasury Capital team to evaluate risks to capital of investment portfolio and identify solutions to manage risk.
Provide back-up to Capital Market Director in capital market execution activities.
Work in alignment with FP&A in preparation of the annual operating budget, business case development and ongoing financial forecasting.
Work in alignment with Corporate Accounting to facilitate various SEC and regulatory reporting requests.
Develop junior Corporate Treasury talent to create capacity, accelerate collaboration and develop future Corporate Treasury subject matter experts.
Assist Corporate Treasury management to address audits, model validations, counterparty risk assessments, business continuity plans, application risk assessments, and other applicable requests from the 2nd and 3rd lines.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
Working knowledge of bank investment portfolio management strategies.
Strong analytical skills.
Ability to manage multiple projects simultaneously and present findings to senior and executive management.
Strong verbal and written communication skills.
High proficiency in basic PC applications (Microsoft Word / Excel/ PowerPoint). Proficiency in data analytics and knowledge of SQL or other programing languages (e.g.: Python, R) a plus. Knowledge of Tableau a plus.
Strong knowledge of fixed income pricing methodologies, prepayment and default models.
Ability to build and maintain relationships
Skilled in maintaining confidentiality.
EDUCATION AND/OR EXPERIENCE
Bachelor's Degree with emphasis in Finance, Accounting, Economics, Mathematics, or Engineering required or
Master's Degree MBA preferred
4-6 progressive Fixed Income Investment experience, with developed expertise in one or more of the following of the following asset classes (RMBS, CMBS, CLO, ABS, Municipals, Corporates) and experience in fixed income analytics and research using fixed income packages such as Bloomberg, Intex and Yield Book required.
LICENSES AND CERTIFICATIONS
Chartered Financial Analyst (CFA) preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
Sitting - Frequently
Standing - Occasionally
Noise Level - Moderate
Typical Work hours - M-F (8-5)
Regular and Predictable Attendance - Required
**If you are a current FIB employee, please apply through the Career Worklet in the
Employee Portal
.
$70k-103k yearly est. Auto-Apply 4d ago
Financial Advisor - Bozeman, MT
Corebridgefinancial
Finance planner job in Billings, MT
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position is currently designated as remote.
Estimated Travel
May include up to 25% travel.
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 25%Relocation Provided: NoThe Variable Annuity Life Insurance Company
$32k-59k yearly est. Auto-Apply 60d+ ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance planner job in Billings, MT
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIALPLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
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 (************************************************************************************
Read More About Awards & Accolades
**About Us**
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.
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.
$50k-125k yearly 41d ago
Banker - Servicing Analyst - Senior: 24-03352
Akraya Inc. 4.0
Finance planner job in Billings, MT
Primary Skills: Clerical/Administrative, Reporting, Organizational skills, Management, Banking Contract Type: W2 Only Duration: 12 months contract Pay Range: $16.00 - $18.00 per hour on W2 This role requires a dynamic individual capable of analyzing and improving operational processes within a customer servicing environment. The position is based in Billings, MT, and offers a possibility for extension and conversion to full-time employment.
Key Responsibilities:
The successful candidate will be instrumental in supporting department initiatives through the collection, analysis, and reporting of operational data, leading projects aimed at enhancing customer onboarding and process changes, and fostering productive relationships across various business functions
Must-Have Skills:
Collaborate with management to analyze, interpret, and report on operational performance.
Lead and support department initiatives for process improvement.
Coordinate functional operations reviews through detailed analysis.
Lead and participate in projects to improve customer onboarding and process alterations.
Cultivate productive relationships across business functions to ensure efficient activity fulfillment.
Industry Experience:
1+ years in a clerical/administrative role with a focus on detail-oriented tasks.
Proven ability to work proactively with teams and external customers.
Strong time management and organizational skills.
ABOUT AKRAYA
Akraya is an award-winning IT staffing firm consistently recognized for our commitment to excellence and a thriving work environment. Most recently, we were recognized Inc's Best Workplaces 2024 and Silicon Valley's Best Places to Work by the San Francisco Business Journal (2024) and Glassdoor's Best Places to Work (2023 & 2022)!
Industry Leaders in IT Staffing
As staffing solutions providers for Fortune 100 companies, Akraya's industry recognitions solidify our leadership position in the IT staffing space. We don't just connect you with great jobs, we connect you with a workplace that inspires!
Join Akraya Today!
Let us lead you to your dream career and experience the Akraya difference. Browse our open positions and join our team!
$16-18 hourly 7d ago
J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
Jpmorgan Chase Bank, N.A 4.8
Finance planner job in Billings, MT
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$40k-75k yearly est. 5d ago
Revenue Cycle Analyst
Cottonwood Springs
Finance planner job in Billings, MT
Job Type: Full Time
-MUST RESIDE IN MT *
Your experience matters
At Community Medical Center, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you'll support those that are in our facilities who are interfacing and providing care to our patients and community members. We believe that our collective efforts will shape a healthier future for the communities we serve.
Department/Unit Summary
A Revenue Cycle Analyst reconciles and posts all payments received, identifies discrepancies and analyzes issues to ensure payments are posted timely. Manages Athena claims worklists as assigned. Reports to: Patient Financial Services Director
How you'll contribute:
Responsible for reviewing and maintaining charge description master (CDM), and/other pertinent regulations and policies, ensuring all data elements are accurate and comply with all payor requirements.
Analyzes financial and utilization data to provide decision-making information relating to specific revenue cycle metrics and reimbursement.
Reviews and interprets various regulatory billing and coding updates, to remain compliant and accurate to minimize misbilling's.
Resolves issues that arise from information submitted and revenue cycle issues.
Provides validation reviews, audits, documentation and training for the area of knowledge, sharing information with Finance, Medical Records and other revenue producing areas or departments.
Works closely with the lab to ensure all necessary late charges are applied to the accurate account.
Perform other duties as assigned.
What we offer
Fundamental to providing great care is supporting and rewarding our team. In addition to your base compensation, this position also offers:
Comprehensive medical, dental, and vision plans, plus flexible-spending and health- savings accounts
Competitive paid time off and extended illness bank package for full-time employees
Income-protection programs, such as life, accident, critical-injury insurance, short- and long-term disability, and identity theft coverage
Tuition reimbursement, loan assistance, and 401(k) matching
Employee assistance program including mental, physical, and financial wellness
Professional development and growth opportunities
Qualifications and requirements:
Associate's degree or related work experience
Minimum Work Experience At least 5 years of in Finance or Billing required
Required Skills
A. Basic computer skills
B. Knowledge of CPT and HCPC codes
C. Medical terminology
D. Critical thinking skills
E. Ability to work with minimal supervision
F. Must be able to learn unfamiliar concepts quickly
G. Must have in-depth knowledge of the billing procedures
H. Ability to learn the procedures of the charge master maintenance
About Us
Community Medical Center is part of Lifepoint Health, a diversified healthcare delivery network committed to
making communities healthier
with acute care, rehabilitation, and behavioral health facilities from coast to coast. From your first day to your next career milestone-your experience matters
EEOC Statement
“Community Medical Center is an Equal Opportunity Employer. Community Medical Center is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment.”
$43k-58k yearly est. Auto-Apply 60d+ ago
Client Trust Advisor
The Strickland Group 3.7
Finance planner job in Billings, MT
Join Our Growing Team as a Client Trust Advisor - Build Strategic Partnerships That Drive Growth!
Are you passionate about building collaborative business relationships and unlocking new growth opportunities? We're seeking a detail-oriented and strategic Client Trust Advisor to join our dynamic team. In this role, you'll help establish and manage joint venture partnerships, facilitate seamless collaboration between organizations, and contribute directly to the company's long-term success.
Why You'll Love This Role:
💼 Comprehensive Training - No prior joint venture experience? No problem! We provide thorough onboarding and ongoing mentorship to ensure your success.
⏰ Flexible Schedule - Enjoy a healthy work-life balance with full-time and part-time options.
📈 Career Growth - Clear pathways to advancement into strategic partnership, business development, or leadership roles.
💰 Competitive Pay - Stable base income plus performance-based incentives.
Key Responsibilities:
Support the planning, coordination, and execution of joint venture initiatives.
Act as a liaison between internal teams and external joint venture partners to ensure alignment and efficiency.
Conduct market and partner research to identify high-value joint venture opportunities.
Track and report on joint venture performance metrics and provide insights for continuous improvement.
Help manage agreements, timelines, deliverables, and relationship milestones.
Contribute to the development of strategies that maximize mutual value from partnerships.
What We're Looking For:
✔ Strong interpersonal and communication skills
✔ Analytical thinker with a collaborative, solution-oriented mindset
✔ Highly organized with excellent attention to detail
✔ Ability to manage multiple priorities and coordinate across teams
✔ Experience in partnerships, business development, client account management, or project coordination is a plus (but not required)
Perks & Benefits:
✅ Paid training and continuous professional development
✅ Health insurance and retirement plan options
✅ Performance bonuses and recognition incentives
✅ Clear career advancement opportunities within partnership and strategy roles
🚀 Ready to Build Something Bigger Together?
If you're ready to grow in a role where collaboration and strategy drive success, apply today! Join us as a Client Trust Advisor and help shape powerful partnerships that fuel innovation and growth.
👉 Your future starts here-let's build something great, together.
$35k-52k yearly est. Auto-Apply 60d+ ago
Client Advisor Supervisor
Alternatives 4.1
Finance planner job in Billings, MT
We are hiring - Client Advisor Supervisor - Nights - Alpha
Starting Wage
is $21.00-$23.00 per hour, depending on experience.
.
Job Type
Full-Time, Non-Exempt
Schedule
Standard Hours: Over-Nights - can be discussed as 4-10s or 5-8s, based on scheduling needs.
Flexibility with availability and days off required.
Training
Orientation: Alternatives provides thorough orientation and training for all new staff. You can expect a one-week orientation, where you will learn all about Alternatives and be prepared for your role. This first week is scheduled from 9 AM to 5 PM at our Alternatives Training Center.
Training week: Following orientation, you will undergo a one-week training period to be prepared for your new position, this will continue the 9am-5pm schedule. After concluding your first two weeks, you will the move into your offered schedule.
***HIRING IMMEDIATELY***
To be a successful Client Advisor Supervisor, you will need the following skills and qualifications:
Experience in corrections, law enforcement, and/or social services, with a background in supervising employees.
Education: High School Diploma (Undergraduate degree preferred).
Licensing: Valid driver's license.
Compliance: Ability to pass a federal drug screening and background check.
What You Will Do in This Position:
As a Client Advisor Supervisor, you will oversee operations functions during your assigned shift. Your duties will include, but are not limited to:
Responsibilities:
Lead and direct employees during assigned shifts.
Oversee all areas of the security department.
Assist the Operations Supervisor and serve as a backup when necessary.
Guiding and training employees.
Facilitating staff development.
Administering disciplinary actions as needed.
Ensuring all required security functions are completed within specified timeframes.
Upholding SOPs and policies at all times.
Attending and leading meetings as assigned.
Join Our Dynamic Security Team at Alpha House!
We are seeking talented and dedicated individuals to join our top-notch Security team at Alpha House. Under the leadership of our experienced Operations Supervisor, our team is committed to excellence in supporting our residents daily.
About the Team: Our Operations Supervisor brings decades of experience in Corrections, leading a cohesive team that strives for the highest standards. The Client Advisor/Operations Department includes Client Advisors, In-Charges, and Supervisors.
Together, they ensure smooth operations and a supportive environment for both residents and staff.
Why Join Us?
Be part of a highly respected team
Contribute to the well-being and success of our residents
Work in a dynamic and supportive environment
Qualifications
Benefits
We offer a comprehensive benefits package for employees working 30+ hours per week, starting the first of the month, after 60 days of employment:
Medical: Employer pays $511.72 toward employee coverage. Additional plans for children and family are available at employee cost.
Dental: Employer pays 100% of employee-only coverage. Affordable coverage for children and families is available at employee cost.
Vision: Affordable plans are available for employees, children, and families at a low cost.
Life Insurance: The agency provides a $25,000 coverage plan for all benefit-eligible employees. Supplemental life insurance plans are available at employee cost.
Short-and-Long-term Disability: 100% employer-paid coverage for employees.
401k/Retirement Plan: Employees are eligible for 401k contributions after one year of employment and 1,000 hours worked. Employer profit sharing is eligible annually, based on board approval.
AFLAC: Supplemental plans are available to employees and their families at employee cost.
PTO
Accrual: Start accruing PTO from your first paycheck. Full-time (40-hour) employees with 0-2 years of employment accrue 4.65 hours per pay period, totaling 15 days a year.
Increased Accrual with Tenure: Accrual rates increase at 3 years, 5 years, and every subsequent 5-year mark, up to 25+ years.
Pro Rata Basis: Accrual rates for employees working 20-30 hours per week are on a pro rata basis.
Paid Holidays
Full-Time Employees: Enjoy 11 paid holidays.
Part-Time Employees: Employees working 20-30 hours per week also receive paid holidays on a pro rata basis.
Here are some fantastic perks of working with us:
Student Loan Forgiveness: Alternatives is a PSLF-approved employer, so you can get your student loans forgiven by working for a non-profit.
Scholarship Program: After one year of service, you can take advantage of our scholarship program to complete your degree, get specialized training, or earn a certification.
Birthday Lunch: Celebrate your birthday with a $15.00 lunch allowance! It's a great chance to enjoy a meal with coworkers and meet other team members you might not see regularly.
Career Growth: We love to promote from within! Many of our team members have grown into new roles, and we have impressive longevity in our staff. Our CEO has been with us for over 40 years, and many others have been here for 10+ years.
$21-23 hourly 5d ago
Financial Advisor Billings, MT - Market 01, Region 344
Edward Jones Careers 4.5
Finance planner job in Billings, MT
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
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.
Company Description
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.
Awards and Accolades
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
Position Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself…
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
$45k-100k yearly 60d+ ago
J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
Jpmorgan Chase & Co 4.8
Finance planner job in Billings, MT
JobID: 210703792 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$40k-75k yearly est. Auto-Apply 6d ago
Financial Planning and Analysis Analyst
First Interstate Bancsystem, Inc. 3.5
Finance planner job in Billings, MT
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. can be located at Billings, MT Downtown Tower and Sioux Falls, SD Downtown branch. What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
* Generous Paid Time Off (PTO) in addition to paid federal holidays.
* Student debt employer repayment program.
* 401(k) retirement plan with a 6% match.
* The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.
SUMMARY
The Financial Planning and Analysis Analyst will be responsible for supporting the development of forecasts and financial analysis. This position will partner with both Finance and Business Partners to develop detailed budgets and forecasts, track and report performance against budgets, and support key constituents in the understanding of their financial results.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Acts in a supporting role to the lines of business.
* Initiates, collects, compiles, and integrates business data to inform forecasts and budgets.
* Executes variance analysis and provides understanding of operational and financial performance.
* Supports Financial Planning and Analysis (FP&A) team in producing automated, actionable reporting, to various constituents.
* Supports development of business cases using appropriate financial indices and coordination with other stakeholders.
* Utilizes insightful analysis to support decision-making and help drive business results.
* Assist in the development and improvement of internal senior leadership reports.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
KNOWLEDGE, SKILLS AND ABILITIES
* Proficient in Microsoft Excel and advanced understanding of forecast modeling.
EDUCATION AND/OR EXPERIENCE
* Bachelor's Degree required
* 1-3 years experience in finance, accounting, business, or a related role required
LICENSES AND CERTIFICATIONS
* Chartered Financial Analyst preferred
* Certified Public Accountant preferred
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The physical demands and work environment are representative of those that must be met or encountered to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the company provides reasonable accommodation to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the employer.
* Dexterity of hands/fingers to operate computer keyboard and mouse - Frequently
* Sitting - Frequently
* Standing - Occasionally
* Noise Level - Moderate
* Typical Work hours - M-F (8-5)
* Regular and Predictable Attendance - Required
If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal.
$50k-71k yearly est. Auto-Apply 33d ago
Client Advisor Supervisor
Alternatives, Inc. (Mt 4.1
Finance planner job in Billings, MT
We are hiring - Client Advisor Supervisor - Nights - Alpha Starting Wage Salary: The starting salary for this position is $21.00-$23.00 per hour, depending on experience. Differential: 8% shift differential for overnights position. Job Type Full-Time, Non-Exempt Schedule Standard Hours: Over-Nights - can be discussed as 4-10s or 5-8s, based on scheduling needs. Flexibility with availability and days off required. Training Orientation: Alternatives provides thorough orientation and training for all new staff. You can expect a one-week orientation, where you will learn all about Alternatives and be prepared for your role. This first week is scheduled from 9 AM to 5 PM at our Alternatives Training Center. Training week: Following orientation, you will undergo a one-week training period to be prepared for your new position, this will continue the 9am-5pm schedule. After concluding your first two weeks, you will the move into your offered schedule. *HIRING IMMEDIATELY* To be a successful Client Advisor Supervisor, you will need the following skills and qualifications: Experience in corrections, law enforcement, and/or social services, with a background in supervising employees. Education: High School Diploma (Undergraduate degree preferred). Licensing: Valid driver's license. Compliance: Ability to pass a federal drug screening and background check. What You Will Do in This Position: As a Client Advisor Supervisor, you will oversee operations functions during your assigned shift. Your duties will include, but are not limited to: Responsibilities: Lead and direct employees during assigned shifts. Oversee all areas of the security department. Assist the Operations Supervisor and serve as a backup when necessary. Guiding and training employees. Facilitating staff development. Administering disciplinary actions as needed. Ensuring all required security functions are completed within specified timeframes. Upholding SOPs and policies at all times. Attending and leading meetings as assigned. Join Our Dynamic Security Team at Alpha House! We are seeking talented and dedicated individuals to join our top-notch Security team at Alpha House. Under the leadership of our experienced Operations Supervisor, our team is committed to excellence in supporting our residents daily. About the Team: Our Operations Supervisor brings decades of experience in Corrections, leading a cohesive team that strives for the highest standards. The Client Advisor/Operations Department includes Client Advisors, In-Charges, and Supervisors. Together, they ensure smooth operations and a supportive environment for both residents and staff. Why Join Us? Be part of a highly respected team Contribute to the well-being and success of our residents Work in a dynamic and supportive environment
Benefits
We offer a comprehensive benefits package for employees working 30+ hours per week, starting the first of the month, after 60 days of employment:
* Medical: Employer pays $511.72 toward employee coverage. Additional plans for children and family are available at employee cost.
* Dental: Employer pays 100% of employee-only coverage. Affordable coverage for children and families is available at employee cost.
* Vision: Affordable plans are available for employees, children, and families at a low cost.
* Life Insurance: The agency provides a $25,000 coverage plan for all benefit-eligible employees. Supplemental life insurance plans are available at employee cost.
* Short-and-Long-term Disability: 100% employer-paid coverage for employees.
* 401k/Retirement Plan: Employees are eligible for 401k contributions after one year of employment and 1,000 hours worked. Employer profit sharing is eligible annually, based on board approval.
* AFLAC: Supplemental plans are available to employees and their families at employee cost.
PTO
* Accrual: Start accruing PTO from your first paycheck. Full-time (40-hour) employees with 0-2 years of employment accrue 4.65 hours per pay period, totaling 15 days a year.
* Increased Accrual with Tenure: Accrual rates increase at 3 years, 5 years, and every subsequent 5-year mark, up to 25+ years.
* Pro Rata Basis: Accrual rates for employees working 20-30 hours per week are on a pro rata basis.
Paid Holidays
* Full-Time Employees: Enjoy 11 paid holidays.
* Part-Time Employees: Employees working 20-30 hours per week also receive paid holidays on a pro rata basis.
Here are some fantastic perks of working with us:
* Student Loan Forgiveness: Alternatives is a PSLF-approved employer, so you can get your student loans forgiven by working for a non-profit.
* Scholarship Program: After one year of service, you can take advantage of our scholarship program to complete your degree, get specialized training, or earn a certification.
* Birthday Lunch: Celebrate your birthday with a $15.00 lunch allowance! It's a great chance to enjoy a meal with coworkers and meet other team members you might not see regularly.
* Career Growth: We love to promote from within! Many of our team members have grown into new roles, and we have impressive longevity in our staff. Our CEO has been with us for over 40 years, and many others have been here for 10+ years.
$21-23 hourly 5d ago
Financial Advisor - Billings, MT- Market 01, Region 344
Edward Jones Careers 4.5
Finance planner job in Billings, MT
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect…
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
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.
Company Description
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.
Awards and Accolades
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
Position Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself…
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
$45k-100k yearly 10d ago
J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
Jpmorgan Chase 4.8
Finance planner job in Billings, MT
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$40k-75k yearly est. 4d ago
Client Advisor - In Charge
Alternatives 4.1
Finance planner job in Billings, MT
We are hiring: Client Advisor-In Charge
Starting Wage
is $19.00-$21.00 per hour, DOE.
Job Type
Full-Time, Non-Exempt
Schedule
Standard Hours: Various shifts needed; to be discussed at interview.
Training
Orientation: Alternatives provides thorough orientation and training for all new staff. You can expect a one-week orientation, where you will learn all about Alternatives and be prepared for your role. This first week is scheduled from 9 AM to 5 PM at our Alternatives Training Center.
Training: After completing orientation, you will undergo a one-week specialized training for your role, in conjunction with an HR trainer.
These first two weeks are 9am-5pm Monday-Friday, you will then move into your offered/assigned schedule following the training period.
What Skills do you need?
The Client Advisor In-Charge is experienced in corrections, law-enforcement, and/or social services, with some experience in supervision or running a shift.
Must haves:
High School Diploma
Undergraduate degree preferred.
Valid driver's license.
Ability to pass federal workplace drug screen process.
Ability to pass state and federal background check.
Must be able to delegate tasks, respond to inquiries, and train others.
What will you do in this position?
Client Advisor In-Charge is responsible for welfare, accountability, safety, and health of residents and staff in the facility on their assigned shift.
In-Charge staff are responsible for ensuring all security checks and functions are conducted on residents.
Some of the duties will often include but are not limited to:
Point-of-contact for shift; will direct other CA staff as needed.
Ensure new CA staff are assigned a mentor and being actively trained while on your shift.
Ensure duties during shift that are on the In-Charge checklist are accomplished.
Arrange coverage as needed in event of absence of scheduled staff.
Assist in revisions of resident handbooks, SOPs, addendums, and trainings.
Task delegation and oversight.
Attend meetings as assigned.
Let us tell you more about our team!
The Security/Operations teams at our facilities are run by experienced Operations Supervisors with combined over 25 years' experience in the corrections field.
The Security/Operations Departments at each facility are comprised of Client Advisor Supervisors, Client Advisor In-Charges, and a variety of other Client Advisors/Security staff, that all keep things running and operating smoothly for our residents and staff.
They are looking forward to the addition of new Client Advisors to help with everyday security functions and innovative ideas for our team.
Qualifications
Benefits: We offer a robust benefits package available to employees working 30+ hours/week, following 60 days of employment!
Medical - Employer pays $511.00/month toward Employee coverage.
Additional plans for children and family available at employee cost.
Dental - Employer pays 100% of Employee-only coverage.
Affordable coverages available for children and families at employee cost.
Vision - Affordable plans available for Employee, children, and families at low cost.
Life Insurance - Agency pays for $25,000 coverage plan on all benefit-eligible employees.
Supplemental life insurance plans available at employee cost.
Short-and-Long-term Disability: 100% Employer paid coverage for employees.
401k/Retirement plan - Employees eligible for 401k contributions following 1 year of employment and 1000 hours worked.
Employer profit sharing eligible annually, based on board approval.
AFLAC - Supplemental plans available to employees for themselves and families at employee cost.
The following benefits are available to all employees working 20+ hours/week on a pro-rata basis - starting from DAY 1!
PTO - Accrue PTO as soon as your first paycheck.
Employees from 0-2 years of employment accrue 4.65 hours per pay period - this comes to 15 days a year!
Increments increase with tenure at 3 years, 5 years, and all subsequent 5-year marks following, up to 25+ years.
Paid Holidays - Enjoy the benefit of 11 paid holidays!
Talk about perks….
Alternatives is PSLF approved employer - get your student loans forgiven by working for a non-profit.
We offer a scholarship program after 1 year of service. Use this opportunity to complete that degree, get specialized training, or certify in a specialized area.
Birthday lunch - enjoy lunch on us for your birthday! Join coworkers and meet other team members you might not see regularly. $15.00 allowance provided for your special day.
We love to promote our team members! We often see internal growth and promotions, and we have longevity that speaks to this as well… our CEO has been here over 40 years, and many are in positions of 10+ years!
$19-21 hourly 11d ago
Financial Advisor Billings, MT
Edward Jones 4.5
Finance planner job in Billings, MT
This job posting is anticipated to remain open for 30 days, from 16-Jan-2026. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
**We'll give you the support you need. Our team will be there every step of the way, providing:**
+ Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
+ Salary for the first five years as you begin to build your practice²
+ A firm-provided branch office in the community
+ Branch office support to help lighten the load so you can focus on your clients
+ A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
**You can also expect...**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A compensation package that includes opportunities for commissions, profit sharing and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
+ A culture of continuous improvement and professional development
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Compensation:**
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation (*********************************************************************************
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
**Skills/Requirements**
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
**What characteristics would make you a successful financial advisor?**
+ An interest in financial services/markets and how they work
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Can you see yourself...**
+ Learning to be a financial advisor through our comprehensive training program?
+ Delivering personalized investment and financial solutions to your clients?
+ Taking ownership of your business's growth and success?
+ Meeting professional and personal objectives as they relate to building your practice?
+ Working in and positively impacting your local community?
**Skills/Requirements**
**Candidates should have at least one of the four qualifications bullets listed below:**
+ A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
+ Financial services and/or sales experience
+ Financial services registration, licensing, or certification
+ Professional and/or military career progression
**Licensing:**
+ SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
+ FINRA registrations required within three months. State insurance licenses will be required.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
**Awards & Accolades**
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 (************************************************************************************
Read More About Awards & Accolades
**About Us**
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.
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.
\#LI-USFATA
$45k-100k yearly 19d ago
J.P. Morgan Wealth Management - Private Client Advisor - Billings, Bozeman and Helena, Montana (area)
Jpmorganchase 4.8
Finance planner job in Billings, MT
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$40k-75k yearly est. Auto-Apply 6d ago
Client Advisor
Alternatives 4.1
Finance planner job in Billings, MT
We are hiring: Client Advisors - Passages & Alpha House
Starting wage: $16.00-$19.00/hour, based on experience and education.
Job type: Full-time, Non-exempt - schedule to be discussed at interview.
Training: Alternatives provides thorough orientation and training for all new staff.
You can expect a one-week orientation, where you will learn all about Alternatives and are prepared for taking on your role.
After completing orientation, you will undergo a one-week specialized training for your role, in conjunction with an HR trainer.
These first two weeks are 9am-5pm Monday-Friday, you will then move into your offered/assigned schedule following the training period.
What Skills do you need?
The Client Advisor role is entry-level, and we will provide completely paid training!
Important requirements and traits of a Client Advisor that will help them succeed in this role include:
Firm, fair, and consistent boundaries with residents.
Ability to be empathetic.
Customer service skills.
Ability to work various shifts - we are a 24/7-hour facility with Days, Swings, and Over-Night shifts.
Note: You will be hired for a specific shift, but flexibility can be required at times of great need.
Must haves:
High School Diploma
Ability to pass federal drug testing.
Ability to pass background check.
Valid driver's license.
Let us tell you more about our team!
The Security/Operations teams at our facilities are run by experienced Operations Supervisors with combined over 25 years' experience in the corrections field.
The Security/Operations Departments at each facility are comprised of Client Advisor Supervisors, Client Advisor In-Charges, and a variety of other Client Advisors/Security staff, that all keep things running and operating smoothly for our residents and staff.
They are looking forward to the addition of new Client Advisors to help with everyday security functions and innovative ideas for our team.
What will you do in this position?
Client Advisors will do a variety of tasks on a day-to-day basis based on resident needs, security functions, and overall operations.
Some of the duties will often include but are not limited to:
Assisting residents and vendors who are coming in or out of the facility.
Security functions to include pat-downs, UA screenings, breathalyzers, and headcounts.
Being role-models of acceptable and expected behavior for the residents.
Reporting and regularly communicating information to other team members.
Writing notes and IRs for residents; positively reinforcing good behavior.
Attending meetings.
Qualifications
Benefits
We offer a comprehensive benefits package for employees working 30+ hours per week, starting the first of the month, after 60 days of employment:
Medical: Employer pays $511.72 toward employee coverage. Additional plans for children and family are available at employee cost.
Dental: Employer pays 100% of employee-only coverage. Affordable coverage for children and families is available at employee cost.
Vision: Affordable plans are available for employees, children, and families at a low cost.
Life Insurance: The agency provides a $25,000 coverage plan for all benefit-eligible employees. Supplemental life insurance plans are available at employee cost.
Short-and-Long-term Disability: 100% employer-paid coverage for employees.
401k/Retirement Plan: Employees are eligible for 401k contributions after one year of employment and 1,000 hours worked. Employer profit sharing is eligible annually, based on board approval.
AFLAC: Supplemental plans are available to employees and their families at employee cost.
PTO
Accrual: Start accruing PTO from your first paycheck. Full-time (40-hour) employees with 0-2 years of employment accrue 4.65 hours per pay period, totaling 15 days a year.
Increased Accrual with Tenure: Accrual rates increase at 3 years, 5 years, and every subsequent 5-year mark, up to 25+ years.
Pro Rata Basis: Accrual rates for employees working 20-30 hours per week are on a pro rata basis.
Paid Holidays
Full-Time Employees: Enjoy 11 paid holidays.
Part-Time Employees: Employees working 20-30 hours per week also receive paid holidays on a pro rata basis.
Here are some fantastic perks of working with us:
Student Loan Forgiveness: Alternatives is a PSLF-approved employer, so you can get your student loans forgiven by working for a non-profit.
Scholarship Program: After one year of service, you can take advantage of our scholarship program to complete your degree, get specialized training, or earn a certification.
Birthday Lunch: Celebrate your birthday with a $15.00 lunch allowance! It's a great chance to enjoy a meal with coworkers and meet other team members you might not see regularly.
Career Growth: We love to promote from within! Many of our team members have grown into new roles, and we have impressive longevity in our staff. Our CEO has been with us for over 40 years, and many others have been here for 10+ years.
How much does a finance planner earn in Billings, MT?
The average finance planner in Billings, MT earns between $27,000 and $83,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.