Wealth Management Consultant Jobs in Billings, MT

The Wealth Transition Services Manager/Senior Manager is responsible for reviewing ultra-high net worth 1041 tax returns and providing technical guidance on complex tax issues related to trusts and es...

The Wealth Transition Services Manager will advise and consult on estate planning processes, focusing on tax implications for high net worth clients. This role involves managing client relationships...

The Wealth Transition Services Senior Manager will oversee the review of estate and Generation-Skipping Transfer tax returns, ensuring compliance with deadlines and firm processes. This role involves...

The Senior Audit Accountant in Financial Services at Wipfli is responsible for auditing financial statements, assessing risks, and testing internal controls. This role involves building client relatio...

Planate Management Group is seeking a Retired Veterans Affairs Executive to join their Business Development and Global Design Delivery Team. This role involves collaborating with the team to identify...

The Account Manager at Welch Equipment Company will focus on building and maintaining customer relationships while maximizing market penetration and profitability in the Montana territory. This role i...

The Senior Audit Accountant in Healthcare will be responsible for auditing financial statements, assessing risks, and testing internal controls while adhering to various auditing standards. This role...

The Senior Project Manager will oversee the strategic planning and management of construction projects related to electrical power, communications, and industrial facilities. This role involves provid...

The Partnership Tax Advisor will join the National Tax Solutions team to provide tax research and consulting services, focusing on partnership issues. This role involves analyzing partnership agreemen...

The Audit Manager will oversee audit engagements for tribal industry clients, managing multiple teams and ensuring compliance with GAAP and FASB standards. This role involves risk assessment, audit pr...

The Facility Manager will oversee daily operations of financial service locations, mentor a high-performing site team, and drive innovation in Integrated Facilities Management. This role requires stro...

CDK Global is seeking a Senior Program Manager to oversee OEM and Enterprise engagement, focusing on both short and long-term project work and certification requirements. The role involves collaborati...

The Analytics Manager oversees the Enterprise Analytics Team, providing data-driven insights and strategic support for decision-making across the organization. This role involves managing a team of da...

The Brian Mitchell Agency is seeking Regional Sales Executives in the Billings, MT area to drive insurance sales and enhance client relationships through a user-friendly platform. This role involves i...

The Vice President of Client Experience will define and execute a strategic vision for the Client Advocacy Organization, focusing on enhancing client satisfaction and retention through proactive advoc...

The Support Project Manager will provide project management and operational support for the Local Business Unit at Wachter. Ideal candidates should have experience in voice/data/security or electrical...

The Field Execution Manager is responsible for managing pipeline operations and supporting Territory Managers and Clinical Specialists in the Southwest and West regions. This role involves overseeing...

The Senior D365 Finance & Operations Developer will design, develop, and deploy solutions on the Microsoft Dynamics 365 Finance and Operations platform. The role requires expertise in X++ and experien...

The Athletically Minded Sales Representative at DaBella is a self-motivated individual who thrives in a competitive environment and is driven to exceed sales targets. This role involves attending pre...

The Architectural Project Manager will lead multidisciplinary teams in designing innovative built environments that enhance communities. This role involves managing project contracts, budgets, and sch...

The Senior Electrical Designer will be responsible for providing detailed electrical design drawings and supporting the project team from a technical perspective. This role involves work scheduling, p...

The Client Executive 2 (Multi-client) at Sodexo Healthcare will oversee multiple accounts in the Colorado, Wyoming, and Montana region, managing up to 20 strategic leaders. This role involves driving...

The Canvass Supervisor is a dynamic leadership role focused on motivating and mentoring a team of canvassers to exceed sales goals in the home improvement industry. This position involves recruitment...

The Lead Estimator is responsible for preparing detailed cost estimates for various construction projects, including pumping stations and pipelines. This role involves developing project budgets, mana...

The Ecological Risk Assessor will be responsible for preparing planning documents, conducting toxicological risk assessments, and managing various projects related to ecological risk. This role requir...