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Wealth Management

Senior Family Wealth Manager & Tax Strategist

Job in Bozeman, Gallatin County, Montana, 59772, USA
Listing for: Barnard Inc
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services company in Bozeman, Montana is seeking a Family Wealth Manager to oversee the financial, legal, tax, and administrative affairs of high-net-worth families. The ideal candidate will have significant experience in accounting, investment advisory, and estate planning, along with strong communication and strategic thinking skills. This role demands high integrity and confidentiality while working with various professionals to maximize financial performance and ensure long-term wealth planning.
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Position Requirements
10+ Years work experience
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