Registered Client Associate


Top Job

Located in Helena, MT

Salary: $21-25 DOE

Registered Client Associate


How you’ll make a difference

As a Registered Client Associate, you’ll assist our Financial Advisors to facilitate outstanding client experiences. A background in financial services, bookkeeping, payroll, or other money management experience is ideal, although direct financial industry experience is not required. The right candidate will be friendly and professional, helping us to build strong client relationships with every interaction. This role provides opportunities for collaboration as well as independent initiative.

It is ideal for someone with a detail-oriented, self-motivated personality who enjoys taking ownership of their work and enjoys the tangible satisfaction of compiling and completing to-do lists.


Required Skills

  • Integrity and professionalism
  • Good communication skills and the ability to build strong client rapport
  • Uncommon attention to detail and organizational skills
  • Basic computer skills and ability to learn new software systems
  • Proactive attitude and willingness to problem-solve
  • Collaborative team player
  • Ability to sustain focus and productivity in a busy environment


  • High school diploma/equivalency (college degree preferred)
  • Bookkeeping, payroll, or other money management experience ideal; direct financial industry experience preferred but not required
  • Willingness to obtain Series 7, 63, and 65 or Series 7 and 66 within 9 months (on-the-job training provided)

Benefits Offered

  • Competitive salary with significant opportunities for wage increases
  • Health, Life, and Disability insurance options
  • 401k plan
  • Profit-sharing and ESOP (employee stock ownership plan)
  • Paid time off and vacation
  • Great office location and free covered parking garage
  • Access to free personal financial planning
  • Company-supported opportunities to give back to your community
  • Company-paid volunteer time
  • Matched donations to a charity of your choice per company guidelines

Apply to be our Registered Client Associate and be part of an exciting,

welcoming workplace that supports your individual success as part of our high-performing team.

Express Office: Helena
3365 Colton Drive
Suite B
Helena, MT 59602
Apply Now