Financial Services Representative Jobs in Montana
Financial Services Representative jobs in Montana are steadily active, concentrated in banking, credit unions, insurance, and wealth management, with openings at every level from entry-level customer service roles to licensed investment and insurance specialists. The largest hiring hubs are Billings, Missoula, and Great Falls, where established employers including Wells Fargo, Glacier Bancorp, and Northwestern Mutual maintain consistent demand. The most in-demand specialties are personal banking, retirement planning, and property and casualty insurance. Find a role that fits below and apply directly.
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Showing 5 of 16+ Financial Services Representative jobs
The Opportunity:
Tetra Tech, Inc. is currently seeking an Entry Level Project Financial Analyst in our Helena, MT. Will also consider CA or CO locations. This entry level position is for a full cycle project accountant, including but not limited to project setup, month review of project financial performance, invoicing, and collections.
Any candidates interested in this opportunity should apply by the July 20, 2026 deadline.
Why Tetra Tech:
At Tetra Tech, we are Leading with Science to solve the world’s most complex challenges. Our industry-leading experts in engineering and consulting are committed to driving positive change in communities around the world. For over 50 years, we have been at the forefront of innovation and sustainability. Today we stand as a market leader, offering cutting-edge solutions in water, environment, energy, and international development. Our work has improved more than 625 million lives around the world.
Your Impact:
Join Tetra Tech to make a real difference. Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class scientists and engineers to create meaningful change around the world. Discover your full potential – join us to advance your career while leaving a lasting legacy.
Essential Job Functions:
Support project financial management activities throughout the full project lifecycle from project setup through closeout.
Maintain and analyze project budgets, costs, revenue and profitability to support financial decision making.
Monitor project financial performance and identify variances between actual and budgeted results.
Collaborate closely with project managers to review project status and financial risks.
Partner with finance team to ensure accurate financial reporting, compliance with company policies and timely month end activities.
Utilize Microsoft Excel proficiently including formulas and pivot tables to analyze project financial data.
Maintain accurate project records and documentation.
Support monthly billing and collections for assigned portfolio.
Demonstrate strong organizational skills in order to prioritize multiple assignments and successfully manage competing deadlines.
Required Qualifications:
Associate degree or relevant course work towards a bachelor’s degree in business management, accounting, or similar program from an accredited college or university.
0 – 3 years of project administration experience is preferred.
Ability to perform multiple tasks under supervision, and independently. Ability to work well in a team environment.
Ability to speak effectively with other employees and clients.
Good organizational skills.
Ability to read, analyze, and interpret documents such as financial statements, invoices, and payment records.
Ability to search for pertinent facts and data, analyze and evaluate information, and form accurate conclusions.
Ability to express conclusions and results in clear written and oral reports.
Must be proficient in Microsoft Excel and Word.
A pre-employment drug screening in compliance with state regulations is required.
Must possess a valid driver's license with a clean driving record without restrictions.
Preferred Qualifications:
Familiarization with Enterprise Resource Planning (ERP) systems such as Oracle is preferred.
Physical Requirements:
Office work will include extended periods sitting or standing at a desk and using a computer and other office equipment.
Work Environment / Environmental Factors:
Based out of Helena, MT office (will also consider CA or CO locations) with the potential of a hybrid work arrangement, but the candidate must reside within 30 miles of a local office. This arrangement is subject to review and may change at the company’s discretion.
Additional Information:
Full-time, Monday through Friday work scheduled (40 hours). Occasionally extended hours may be required based on project and/or client needs.
Work will be primarily performed in an office setting.
Target salary range: California state staff will be hired under an hourly range of $24.04 to $28.85 per hour. Montana state staff hiring range $50,000 - $60,000 annually. Colorado state staff hiring range $57,784 to $60,000 annually. Please note that Tetra Tech considers various factors in determining pay, including but not limited to: education, relevant and demonstrated work experience in the role, skills, geographic location, qualifications, certifications, and other competencies relevant to the needs of the business.
Life at Tetra Tech:
The perks of working at Tetra Tech include:
- Comprehensive and market-competitive benefits.
- Tetra Tech offers the following optional benefits: Medical, Dental, Vision, Prescription, Accidental Death & Dismemberment, Long & Short-Term Disability, Health & Dependent Care Flexible Spending. Financial Benefits: Group Term Life, Optional Group Term Life Insurance, Business Travel Accident Insurance, Health Savings Account, 401K, Employee Stock Purchase Plan, Time Off with Pay, Employee Assistance Program, Adoption Assistance, Leaves of Absence.
- Merit-based financial rewards.
- Flexibility and company-wide commitment to work/life balance.
- Collaborative team atmosphere that values the contributions of all employees.
- Learning and development opportunities for ongoing professional growth.
About Tetra Tech:
Tetra Tech is proud to be an Equal Opportunity Employer. All qualified candidates will be considered without regard to race, color, religion, national origin, age, disability, sexual orientation, gender identity, status as a protected veteran, or any other characteristic protected by law. Tetra Tech is a VEVRAA federal contractor and we request priority referral of veterans.
We invite applications from all interested parties.
Explore our open positions at https://www.tetratech.com/careers. Follow us on social media to learn more about our people, culture, and opportunities:
We thank all applicants for their interest, however, only those candidates selected for interviews will be contacted.
Please no phone calls or agencies.
- Organization: 117 ECS
The Opportunity:
Tetra Tech, Inc. is currently seeking an Entry Level Project Financial Analyst in our Helena, MT. Will also consider CA or CO locations. This entry level position is for a full cycle project accountant, including but not limited to project setup, month review of project financial performance, invoicing, and collections.
Any candidates interested in this opportunity should apply by the July 20, 2026 deadline.
Why Tetra Tech:
At Tetra Tech, we are Leading with Science to solve the world’s most complex challenges. Our industry-leading experts in engineering and consulting are committed to driving positive change in communities around the world. For over 50 years, we have been at the forefront of innovation and sustainability. Today we stand as a market leader, offering cutting-edge solutions in water, environment, energy, and international development. Our work has improved more than 625 million lives around the world.
Your Impact:
Join Tetra Tech to make a real difference. Our work leverages cutting-edge technologies, advanced analytics, and the expertise of world-class scientists and engineers to create meaningful change around the world. Discover your full potential – join us to advance your career while leaving a lasting legacy.
Essential Job Functions:
Support project financial management activities throughout the full project lifecycle from project setup through closeout.
Maintain and analyze project budgets, costs, revenue and profitability to support financial decision making.
Monitor project financial performance and identify variances between actual and budgeted results.
Collaborate closely with project managers to review project status and financial risks.
Partner with finance team to ensure accurate financial reporting, compliance with company policies and timely month end activities.
Utilize Microsoft Excel proficiently including formulas and pivot tables to analyze project financial data.
Maintain accurate project records and documentation.
Support monthly billing and collections for assigned portfolio.
Demonstrate strong organizational skills in order to prioritize multiple assignments and successfully manage competing deadlines.
Required Qualifications:
Associate degree or relevant course work towards a bachelor’s degree in business management, accounting, or similar program from an accredited college or university.
0 – 3 years of project administration experience is preferred.
Ability to perform multiple tasks under supervision, and independently. Ability to work well in a team environment.
Ability to speak effectively with other employees and clients.
Good organizational skills.
Ability to read, analyze, and interpret documents such as financial statements, invoices, and payment records.
Ability to search for pertinent facts and data, analyze and evaluate information, and form accurate conclusions.
Ability to express conclusions and results in clear written and oral reports.
Must be proficient in Microsoft Excel and Word.
A pre-employment drug screening in compliance with state regulations is required.
Must possess a valid driver's license with a clean driving record without restrictions.
Preferred Qualifications:
Familiarization with Enterprise Resource Planning (ERP) systems such as Oracle is preferred.
Physical Requirements:
Office work will include extended periods sitting or standing at a desk and using a computer and other office equipment.
Work Environment / Environmental Factors:
Based out of Helena, MT office (will also consider CA or CO locations) with the potential of a hybrid work arrangement, but the candidate must reside within 30 miles of a local office. This arrangement is subject to review and may change at the company’s discretion.
Additional Information:
Full-time, Monday through Friday work scheduled (40 hours). Occasionally extended hours may be required based on project and/or client needs.
Work will be primarily performed in an office setting.
Target salary range: California state staff will be hired under an hourly range of $24.04 to $28.85 per hour. Montana state staff hiring range $50,000 - $60,000 annually. Colorado state staff hiring range $57,784 to $60,000 annually. Please note that Tetra Tech considers various factors in determining pay, including but not limited to: education, relevant and demonstrated work experience in the role, skills, geographic location, qualifications, certifications, and other competencies relevant to the needs of the business.
Life at Tetra Tech:
The perks of working at Tetra Tech include:
- Comprehensive and market-competitive benefits.
- Tetra Tech offers the following optional benefits: Medical, Dental, Vision, Prescription, Accidental Death & Dismemberment, Long & Short-Term Disability, Health & Dependent Care Flexible Spending. Financial Benefits: Group Term Life, Optional Group Term Life Insurance, Business Travel Accident Insurance, Health Savings Account, 401K, Employee Stock Purchase Plan, Time Off with Pay, Employee Assistance Program, Adoption Assistance, Leaves of Absence.
- Merit-based financial rewards.
- Flexibility and company-wide commitment to work/life balance.
- Collaborative team atmosphere that values the contributions of all employees.
- Learning and development opportunities for ongoing professional growth.
About Tetra Tech:
Tetra Tech is proud to be an Equal Opportunity Employer. All qualified candidates will be considered without regard to race, color, religion, national origin, age, disability, sexual orientation, gender identity, status as a protected veteran, or any other characteristic protected by law. Tetra Tech is a VEVRAA federal contractor and we request priority referral of veterans.
We invite applications from all interested parties.
Explore our open positions at https://www.tetratech.com/careers. Follow us on social media to learn more about our people, culture, and opportunities:
We thank all applicants for their interest, however, only those candidates selected for interviews will be contacted.
Please no phone calls or agencies.
- Organization: 117 ECS
See All 16 Financial Services Representative Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Montana
Where Montana roles are concentrated, by current openings.
Financial Services Representative Job Market in Montana
A snapshot from current Montana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Healthcare & Medical Services
- Banking & Financial Services
- Insurance
- Automotive
- Investment & Asset Management
What Montana Employers Look For
The qualifications that appear most often in financial services representative jobs across Montana.
- Active Montana insurance producer license or FINRA Series 6 or 7 registration where required
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience advising clients on financial products or investment accounts
- Proficiency with CRM platforms and financial planning or banking software
- Strong verbal communication skills for client-facing consultations and needs assessments
- Ability to meet regulatory compliance and continuing education requirements in Montana
Financial Services Representative Jobs in Montana: Frequently Asked Questions
How do you become a financial services representative in Montana?
Most financial services representative roles in Montana require a relevant bachelor's degree plus one or more licenses depending on your focus. If you sell insurance products, you must pass the Montana State Auditor's Office licensing exam and obtain an active Montana insurance producer license. If you sell securities or investment products, you register through FINRA by passing the Series 6 or Series 7 exam. Entry-level banking roles may not require a license immediately but expect you to pursue one within your first year.
Which companies hire financial services representatives in Montana?
Companies currently hiring financial services representatives in Montana include Benefis Health System, onXmaps, and Tetra Tech, per current listings on Migrate Mate as of July 2026. Montana's strong community banking sector and the presence of regional firms like Glacier Bancorp mean consistent openings appear outside the largest metros as well.
Which Montana cities have the most financial services representative jobs?
Bozeman, Great Falls, and Helena have the most financial services representative openings in Montana. Billings leads because it is Montana's largest city and commercial hub, anchoring the regional offices of banks, insurance carriers, and investment firms, while Missoula and Great Falls support steady demand through their university communities, credit unions, and regional banking networks.
Are there remote financial services representative jobs in Montana?
Yes, but they're less common than fully on-site roles because much of the work involves in-person client consultations, branch operations, and licensed sales activity. About 33% of financial services representative openings tied to Montana are remote or hybrid as of July 2026, and those roles tend to concentrate in financial planning, insurance renewals, and customer service support rather than front-line advisory positions.
How can I get hired as a financial services representative in Montana with little or no experience?
The most realistic entry path is a personal banker or customer service representative role at a Montana community bank or credit union, where employers like Glacier Bank and Opportunity Bank of Montana regularly hire candidates without direct financial services experience and provide on-the-job licensing support. Lateral moves from retail management, accounting, or administrative roles are common since employers value numeracy and client communication. Completing your Montana insurance producer exam before applying gives you a meaningful edge even before your first day.
Where can I find and apply to financial services representative jobs in Montana?
You can find and apply to financial services representative jobs in Montana on Migrate Mate, which lists current openings across Billings, Missoula, Great Falls, and other Montana locations. Search the listings for roles that match your experience and credentials, then apply directly to the employers posting them.
See All 16 Financial Services Representative Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
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