Posted 08/05/2026
Job Number: 17364

Financial Planner

Lakeside, Montana Hybrid

Industry:  Financial Services

Job Category: Wealth Management

Job Type:  Direct Hire

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Job Description

Position Title: Financial Planner

Salary: $90,000–$125,000 / Year, DOE + Annual Bonus

We are seeking a Financial Planner to join our close-knit team and help serve a growing client base with over $1.2 billion in assets under management. This is a unique opportunity to work directly alongside experienced advisors, build trusted client relationships, and develop into a lead financial planner over time. During your first several months, you’ll gain hands-on experience supporting both financial planning and firm operations before gradually transitioning into a larger client-facing advisory role. This role is ideal for a motivated financial professional with a strong passion for investing, financial planning, and long-term relationship management who wants to grow their career with a highly successful independent Registered Investment Advisory (RIA) firm.

Responsibilities

  • Assist senior advisors with developing comprehensive financial plans for clients
  • Participate in client meetings and gradually build relationships with existing clients
  • Provide investment recommendations and financial planning support
  • Open new investment accounts and assist with account administration
  • Support operational and administrative functions as needed during onboarding and training
  • Collaborate with advisors on client service initiatives and planning strategies
  • Participate in client team meetings and become an integral part of ongoing client relationships

Requirements

  • Bachelor’s degree required
  • 3+ years of financial planning or wealth management experience
  • Strong passion for financial markets, investing, and company research
  • Excellent communication and relationship-building skills
  • Ability to work independently in a remote environment after training
  • Candidates currently working toward CFP certification (completed Level I or II) will also be considered

Benefits

  • 401(k) with company match after one year & Annual bonus
  • Flexible hybrid work environment with approximately 90% remote work
  • Employer-sponsored healthcare with flexible contribution options
  • Flexible PTO policy, including vacation and sick time that increases with tenure

If you’re passionate about financial planning, enjoy building lasting client relationships, and want to grow with a successful independent wealth management firm, we’d love to hear from you. Apply today!

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Job ID: a0CUm00004lQdsEMAS

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