Portfolio Manager jobs in Montana

Position General Responsibilities:

Responsible for the business development activities related to the growth of Stockman Wealth Management, Inc., in the Great Falls Market. Areas of responsibility include business development, portfolio management, financial planning, client relationships, and client service. Involvement in Stockman Financial Corp. and Stockman Bank meetings and special projects as applicable.  

Employees Supervised:

None

Education, Experience and Certification Requirements

1. Bachelor’s Degree
2. CFP Preferred

Minimum Qualifications:

1. Strong commitment to providing exceptional client service.
2. Strong communication and organizational skills.
3. Must be able to work independently and to prioritize multiple tasks.
4. Strong attention to detail, problem solving skills, and project management skills.
5. Series 65
6. No disclosure events or violations on Form U4
7. Familiarity with Microsoft Office (Outlook, Word, Excel, and PowerPoint).

Note:  Travel is required for this position and may include overnight trips.  

Specific Skills Requirements:

1. Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
2. Applied Learning Ability – understanding new information and complex ideas quickly and without confusion.
3. Strong Communication Skills (written and verbal) – ability to disseminate complex information in an easily-understandable format to an audience of varied knowledge level.
4. Creative Problem-Solving Ability – looking for solutions to achieve desired results.
5. Strong Interpersonal Skills – with ability to interact effectively with all levels of management.
6. Professionalism – maintaining a professional attitude, image, and work ethic.

Dimension of Job:  

This position requires a thorough knowledge of investment activities and policies, compliance issues and organizational skills.