Financial Planning Jobs in Montana
Financial Planning jobs in Montana are open across Great Falls, Bozeman, and Billings and other Montana metros, with employers like Stifel Financial, Benefis Health System, and Eide Bailly hiring at every experience level. Find a role that fits below and apply directly.
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INTRODUCTION
Thank you for considering a career at Ensemble!
Ensemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions to clients across the country.
Ensemble keeps communities healthy by keeping hospitals healthy. We recognize that healthcare requires a human touch, and we believe that every touch should be meaningful. This is why our people are the most important part of who we are. By empowering them to challenge the status quo, we know they will be the difference!
O.N.E Purpose:
- Customer Obsession: Consistently provide exceptional experiences for our clients, patients, and colleagues by understanding their needs and exceeding their expectations.
- Embracing New Ideas: Continuously innovate by embracing emerging technology and fostering a culture of creativity and experimentation.
- Striving for Excellence: Execute at a high level by demonstrating our “Best in KLAS” Ensemble Difference Principles and consistently delivering outstanding results.
THE OPPORTUNITY:
CAREER OPPORTUNITY OFFERING:
- Bonus Incentives
- Paid Certifications
- Tuition Reimbursement
- Comprehensive Benefits
- Career Advancement
- This position pays between $20.45 - $22.50/hr based on experience
This position is an onsite role, and candidates must be able to work on-site at Benefis - East Campus in Great Falls, MT
The Financial Navigator role will be responsible for guiding patients through their financial journey during their stay at the facility and immediately post discharge. The Navigator will be assigned to a patient at the time of service and will be available up to 30 days post discharge. The Financial Navigator will serve as an onsite point person for the patient in order to reduce confusion between the patient and the separate functional areas of financial services. Key support function of the Financial Navigator will include, but are not limited to, screening self-pay patient’s bedside, completing and submitting Medicaid, Disability and Financial Assistance applications, triaging financial questions, providing patient education, performing onsite patient rounding and facilitating process improvement projects for the patient’s financial journey.
Essential Job Functions:
Navigator will have subject matter knowledge in the following functional areas:
- Public Benefits Eligibility - Medicaid Screening and/or Financial Assistance
- Accountability for Medicaid Screening and Conversion for self-pay patients
- Financial Counseling – Workqueues/Worklists, POS Collections, Denial Review
Financially clear each patient:
- Verify and/or secure coverage or complete screening for patients in-house, including Labor & Delivery, Newborn and NICU location focus, to prepare and help lead the daily and/or weekly In-House review calls
- Creating estimates and POS Collections
- Accountable for meeting productivity and department KPIs
- Be knowledgeable of all client specific payment models.
Take a proactive approach in patient education to improve:
- Patient experience to improve financial performance
- Ensure continuity on challenging in-house cases
- Ability to triage patient financial questions and ensure resolution while in-house
- Face-to-face connection with patients throughout their care journey
- Real time feedback and issue resolution
- Escalate any financial process gaps identified
- Communicate and collaborate with other personnel as needed, including case management, social workers, or physician liaisons
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Must demonstrate critical thinking, problem solving and knowledge of all the Revenue Cycle areas and processes to be effective in the position
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Performs other duties as assigned
Job Experience:
- 3 to 5 Years
Education Level:
- Bachelor’s degree or equivalent experience
Required Knowledge, Skills, and Abilities:
- Experience in multiple areas of the revenue cycle is preferred, including but not limited to a financial counselor role, customer service role, public benefits/Medicaid advocate/eligibility, state case/eligibility specialist or other applicable roles
- Prior Patient Access or Physician based experience is a plus
- Must be inquisitive and demonstrate openness to innovation including AI to explore better processes and ways to alleviate friction and improve patient and client experiences
Join an award-winning company
Five-time winner of “Best in KLAS” 2020-2022, 2024-2025
Black Book Research's Top Revenue Cycle Management Outsourcing Solution 2021-2024
22 Healthcare Financial Management Association (HFMA) MAP Awards for High Performance in Revenue Cycle 2019-2024
Leader in Everest Group's RCM Operations PEAK Matrix Assessment 2024
Clarivate Healthcare Business Insights (HBI) Revenue Cycle Awards for strong performance 2020, 2022-2023
Energage Top Workplaces USA 2022-2024
Fortune Media Best Workplaces in Healthcare 2024
Monster Top Workplace for Remote Work 2024
Great Place to Work certified 2023-2024
- Innovation
- Work-Life Flexibility
- Leadership
- Purpose + Values
Bottom line, we believe in empowering people and giving them the tools and resources needed to thrive. A few of those include:
- Associate Benefits – We offer a comprehensive benefits package designed to support the physical, emotional, and financial health of you and your family, including healthcare, time off, retirement, and well-being programs.
- Our Culture – Ensemble is a place where associates can do their best work and be their best selves. We put people first, last and always. Our culture is rooted in collaboration, growth, and innovation.
- Growth – We invest in your professional development. Each associate will earn a professional certification relevant to their field and can obtain tuition reimbursement.
- Recognition – We offer quarterly and annual incentive programs for all employees who go beyond and keep raising the bar for themselves and the company.
Ensemble is an equal employment opportunity employer. It is our policy not to discriminate against any applicant or employee based on race, color, sex, sexual orientation, gender, gender identity, religion, national origin, age, disability, military or veteran status, genetic information or any other basis protected by applicable federal, state, or local laws. Ensemble also prohibits harassment of applicants or employees based on any of these protected categories.
Ensemble provides reasonable accommodations to qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local law. If you require accommodation in the application process, please contact TA@ensemblehp.com.
This posting addresses state specific requirements to provide pay transparency. Compensation decisions consider many job-related factors, including but not limited to geographic location; knowledge; skills; relevant experience; education; licensure; internal equity; time in position. A candidate entry rate of pay does not typically fall at the minimum or maximum of the role’s range.
Employment Disclaimers – Ensemble
See All 18 Financial Planning Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in Montana
Where Montana roles are concentrated, by current openings.
Financial Planning Job Market in Montana
A snapshot from current Montana openings, updated as new roles post.
Who's Hiring
- Stifel Financial3

- Benefis Health System2

- Eide Bailly2

- Northwestern Mutual2

- OneMain Financial2

Top Industries Hiring
- Banking & Financial Services4
- Insurance4
- Investment & Asset Management4
- Healthcare & Medical Services3
- Accounting & Auditing2
What Montana Employers Look For
The qualifications that appear most often in financial planning jobs across Montana.
- CFP certification or active progress toward completing CFP requirements
- Series 65 or Series 7 license depending on firm type and service model
- Experience building comprehensive financial plans using planning software such as eMoney or MoneyGuidePro
- Strong client-facing communication skills with experience managing ongoing advisory relationships
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Familiarity with portfolio analysis tools and custodian platforms such as Schwab, Fidelity, or Pershing
Financial Planning Jobs in Montana: Frequently Asked Questions
How many financial planning jobs are there in Montana?
There are 18+ financial planning openings in Montana on Migrate Mate as of June 2026, with the most roles in Great Falls, Bozeman, and Billings. New positions post regularly as employers across Montana hire.
How much do financial plannings make in Montana?
Financial plannings in Montana earn a median of about $97,450 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $55,010 for the lowest 10% to over $241,240 for the top 10%. Pay rises with experience, specialty, and employer.
Which Montana cities have the most financial planning jobs?
Great Falls, Bozeman, and Billings have the most financial planning openings in Montana right now, with additional roles spread across smaller metros statewide.
Which companies hire financial plannings in Montana?
Employers hiring financial plannings in Montana include Stifel Financial, Benefis Health System, and Eide Bailly, based on current listings on Migrate Mate as of June 2026.
Are there remote financial planning jobs in Montana?
Yes. About 11% of financial planning openings tied to Montana are remote or hybrid as of June 2026. The rest are on-site roles based in Montana metros.
How do I apply for financial planning jobs in Montana?
You can apply to financial planning jobs in Montana directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Montana location, then apply to each one that fits.
See All 18 Financial Planning Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find Financial Planning Jobs