Stewart & Associates, PLLC, a fee-only wealth management firm, is seeking an individual who has recently achieved, or is working toward, CFP® certification to join the company’s office in Missoula, Montana. Our strong commitment to helping clients achieve their financial goals has led to the establishment of many gratifying, long-lasting relationships with them. While most of the work will be developing and implementing investment strategies, there will also be involvement in educational savings, retirement, tax, and estate planning. The ideal candidate will aspire to gain an ownership share in the company.
Conduct analysis of client portfolios and, where warranted, develop recommendations for modifications to existing allocations.
Assist clients in implementing portfolio recommendations.
Assess client risk tolerance.
Meet with clients on a regular basis (typically quarterly).
Generate retirement income projections.
Prepare market summary and portfolio performance reports.
Analyze other client financial circumstances (e.g., educational savings and estate plans, taxes, insurance needs).
Respond to client ad hoc requests for information or investment recommendations.
Collect, organize, and maintain client and asset return data.
Interact with accountants, attorneys, and other professionals on behalf of clients.
Bachelor’s degree (or higher) from a regionally-accredited college or university.
Knowledge of Microsoft Office applications (Excel, Word, Outlook).
CFP® professional or have passed the CFP® Certification Examination and have at least 1 year of qualifying experience toward CFP® certification, preferably including working directly with clients.
Successful completion of the Series 65, Uniform Investment Adviser Law examination, or willingness to complete the Series 65 requirement relatively soon after employment.
Strong organizational skills, accuracy, and attention to detail.
Excellent communication skills.
A collaborative, informal work environment.
Contributions toward SEP IRA.
Fitness club dues.
About Stewart & Associates PLLC
Stewart & Associates, PLLC, is an independent, fee-only financial planning firm located in beautiful Missoula, Montana. We provide a full range of financial planning services, including wealth management, education savings planning, retirement income projections, and tax and estate planning. Our 2 CFP professionals and an Office Manager serve approximately 50 clients on an ongoing basis with about $50 million in assets under management. We offer a flexible work schedule, along with a competitive salary and benefits package.