Finance Jobs in Kalispell, MT

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Certified Financial Planner

Express Employment Professionals Kalispell, MT

Kalispell, MT

Today

$80k - $125k/yr Full time Advisor CFP Client Relations

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Job Description

Join a client-focused Certified Financial Planner role delivering personalized planning strategies for individuals and families in Kalispell, MT (onsite).

Responsibilities

Perform comprehensive financial reviews to understand client objectives, current financial situation, and risk tolerance
Create customized financial plans covering retirement, investment management, tax strategies, insurance planning, and estate planning
Explain recommendations clearly and effectively to clients
Continuously monitor client accounts and financial progress; recommend updates and adjust plans as circumstances change
Stay current on market trends, tax regulations, and financial planning best practices
Build and maintain long-term client relationships through trust, transparency, and high service standards
Work with outside professionals such as CPAs, attorneys, and other advisors to support comprehensive solutions
Maintain accurate client records and ensure compliance with regulatory requirements and industry standards
Participate in business development, networking, and referral generation activities

Requirements

Certified Financial Planner (CFP®) certification preferred
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
Minimum 3 years of experience in financial planning, wealth management, or financial advisory services
Strong knowledge of investment strategies and financial products, including tax planning and estate planning concepts
Excellent communication, presentation, and interpersonal skills
Experience with or willingness to learn financial planning software including eMoney, MoneyGuidePro, or RightCapital
Proficiency in Microsoft Office Suite

Technologies

eMoney
MoneyGuidePro
RightCapital
Microsoft Office Suite

Benefits

Competitive salary of USD 80,000 - 125,000 per year plus performance-based bonus opportunities
Health insurance
401(k) with company match
Generous paid time off and paid holidays
Continuing education support, including CFP renewal assistance
Collaborative and supportive work environment
Opportunity for long-term professional growth

Desired Competencies

Client-service focus with a commitment to ethical practices
Strategic thinker with strong analytical and problem-solving abilities
Detail-oriented and highly organized
Ability to communicate complex financial concepts in clear, understandable terms
Commitment to ongoing professional development and continuous learning

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