Financial Consultant
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Quick apply
Bozeman, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Belgrade, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
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Belgrade, MT · On-site
You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Quick apply
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Quick apply
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Drive Strategy & Growth: Develop and execute strategic plans to grow the civil division, expand ... Lead, mentor, and develop teams while strengthening client partnerships and driving new business ...
Bozeman, MT · On-site
$83K - $96K/yr
Partner closely with sales and marketing leadership to develop and execute account-based marketing ... strategic decisions. * Experience managing remarketing, nurture, and conversion optimization ...
Bozeman, MT · On-site
$83K - $96K/yr
Partner closely with sales and marketing leadership to develop and execute account-based marketing ... strategic decisions. * Experience managing remarketing, nurture, and conversion optimization ...
Bozeman, MT · On-site
About the Role As the Member Success Manager, you are a proactive strategic partner for XYPN's Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run ...
Bozeman, MT · On-site
About the Role As the Member Success Manager, you are a proactive strategic partner for XYPN's Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run ...
Bozeman, MT · On-site
About the role As the Member Success Manager, you are a proactive strategic partner for XYPN's Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run ...
Bozeman, MT · On-site
About the role As the Member Success Manager, you are a proactive strategic partner for XYPN's Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run ...
Bozeman, MT · On-site
$92K - $119K/yr
About the role As the Member Success Manager, you are a proactive strategic partner for XYPN's Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run ...
Bozeman, MT · On-site
$92K - $119K/yr
About the role As the Member Success Manager, you are a proactive strategic partner for XYPN's Emerald members. Operating on the core philosophy that members stay when they "use our stuff and run ...
Bozeman, MT · On-site
$140K - $190K/yr
Senior Tax Manager, CPATax Advisory | Client Leadership | Partnership Track Opportunity ... Develop proactive tax strategies designed to minimize liability and maximize long-term value
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Bozeman, MT · On-site
$140K - $190K/yr
Senior Tax Manager, CPATax Advisory | Client Leadership | Partnership Track Opportunity ... Develop proactive tax strategies designed to minimize liability and maximize long-term value
Bozeman, MT · On-site
$140 - $190/hr
Senior Tax Manager, CPATax Advisory | Client Leadership | Partnership Track Opportunity ... Develop proactive tax strategies designed to minimize liability and maximize long-term value
Bozeman, MT · On-site
$140 - $190/hr
Senior Tax Manager, CPATax Advisory | Client Leadership | Partnership Track Opportunity ... Develop proactive tax strategies designed to minimize liability and maximize long-term value
Bozeman, MT · On-site
$90K/yr
Relocation Assistance: $3,000 Role Overview Partners with the Director of Marketing ... Campaign strategy & execution - multichannel B2C/B2B campaigns across paid and owned channels, from ...
Bozeman, MT · On-site
$90K/yr
Relocation Assistance: $3,000 Role Overview Partners with the Director of Marketing ... Campaign strategy & execution - multichannel B2C/B2B campaigns across paid and owned channels, from ...
Student debt employer repayment program. * 401(k) retirement plan with a 6% match. * The health and ... This role establishes and maintains collaborative and strategic partnerships with clients based on ...
Student debt employer repayment program. * 401(k) retirement plan with a 6% match. * The health and ... This role establishes and maintains collaborative and strategic partnerships with clients based on ...
$145K - $165K/yr
Serve as a strategic partner and trusted advisor to senior practice leaders, regional executives ... Advise senior leaders on complex performance management, including counseling, transitions, and ...
$145K - $165K/yr
Serve as a strategic partner and trusted advisor to senior practice leaders, regional executives ... Advise senior leaders on complex performance management, including counseling, transitions, and ...
Student debt employer repayment program. * 401(k) retirement plan with a 6% match. * The health and ... This role establishes and maintains collaborative and strategic partnerships with clients based on ...
Student debt employer repayment program. * 401(k) retirement plan with a 6% match. * The health and ... This role establishes and maintains collaborative and strategic partnerships with clients based on ...
Bozeman, MT · On-site
$90K - $100K/yr
Minimum of 3-5 years of experience in business development, sales, or strategic partnerships within ... Familiarity with CRM tools and data analytics platforms to track and manage business development ...
Quick apply
Bozeman, MT · On-site
$90K - $100K/yr
Minimum of 3-5 years of experience in business development, sales, or strategic partnerships within ... Familiarity with CRM tools and data analytics platforms to track and manage business development ...
Bozeman, MT · On-site
$5.2K/mo
... strategy to improve customer experience and drive sales. * Leads by example to help develop ... Business Travel Insurance * 401(k) Retirement Plan * Flexible Spending Accounts * Tuition ...
Bozeman, MT · On-site
$5.2K/mo
... strategy to improve customer experience and drive sales. * Leads by example to help develop ... Business Travel Insurance * 401(k) Retirement Plan * Flexible Spending Accounts * Tuition ...
$65.2K - $71.4K
0% of jobs
$71.4K - $77.6K
0% of jobs
$77.6K - $83.8K
0% of jobs
$83.8K - $89.9K
1% of jobs
$89.9K - $96.1K
13% of jobs
$101K is the 25th percentile. Wages below this are outliers.
$96.1K - $102.3K
15% of jobs
$102.3K - $108.5K
14% of jobs
The median wage is $112K / yr.
$108.5K - $114.6K
15% of jobs
$114.6K - $120.8K
16% of jobs
$122.2K is the 75th percentile. Wages above this are outliers.
$120.8K - $127K
14% of jobs
$127K - $133.2K
15% of jobs
$65.2K
$112.4K
$133.2K
| Aspect | Manager Strategic Retirement Partners | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or Series 7/66 often required | Certifications like CFP, ChFC, or Series 7/66 common |
| Work Environment | Typically works within retirement planning firms or financial services companies | Works independently or within financial firms, providing personalized advice |
| Employer & Industry | Financial services, specializing in retirement solutions | Financial services, broad advising across investments and planning |
| Search & Comparison Intent | Often compared for retirement planning roles and client management | Compared for general financial planning and investment advice |
While both roles involve financial expertise and client advising, a Manager Strategic Retirement Partners primarily focuses on retirement-specific strategies within a structured firm environment, often requiring specialized certifications. A Financial Advisor offers broader financial planning services, including investments, estate planning, and retirement, often working independently or within diverse firms.

Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 2 days ago
Financial Consultant | WealthBridge
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
Benefits