🛠 Tech Stack

💼 About This Role

You'll join an employee-owned financial services firm, supporting Financial Professionals in Great Falls. You'll manage client requests, account maintenance, and help craft financial plans. This role offers the opportunity to complete the Series 7/66 exams and grow within the firm.

🎯 What You'll Do

• Manage client requests and account maintenance.
• Review and process account documents and information.
• Assist in crafting comprehensive financial plans.
• Facilitate transfer of client funds and securities.

📋 Requirements

• High school graduate required; post-secondary education preferred.
• Solid technology skills in Microsoft Word, Excel, and Outlook.
• Proven ability to build client relationships and communicate effectively.
• Strong attention to detail and ability to perform semi-advanced math.

✨ Nice to Have

• Completion or progress toward SIE, Series 7, and Series 66 exams.
• Experience in financial services industry.

🎁 Benefits & Perks

• 🏥 Medical, Dental and Vision
• 🏦 Company 401(k) and ESOP contribution
• 🗓️ Generous sick, vacation, and maternity/parental leave
• 📚 Tuition Reimbursement ($15,000 lifetime cap)
• 🎁 Charitable gift-matching program