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Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us


Career Opportunities at SFM

Stack Financial Management is not your typical investment management firm. Nestled on the shores of Whitefish Lake in beautiful northwest Montana, just 40 minutes from Glacier National Park, SFM is far from Wall Street, yet has earned a reputation as one of America's premier investment advisors. SFM has been recognized by Barron’s as one of the "Top 100 Independent Financial Advisors" in the country 10 out of the 11 years that Barron’s has been vetting top firms in the nation. Also, Financial Times has named SFM among the "Top 300 Investment Advisers" in the United States in 2014 and 2015.

At SFM, we strive to provide exceptional portfolio management services to our clients based on an objective, safety-first investment strategy focused on risk management. Our team is comprised of financial professionals who thrive in a high-energy, fast-paced culture of excellence and teamwork. Experience in investment management and/or finance is required, and professional designations such as CFA or CFP are desirable.

            Current Career Opportunities: Portfolio Management Professional

SFM offers competitive compensation, a generous benefit package and retirement plan, along with the opportunity to work with talented people in a vibrant community with year-round outdoor recreation.

If you are a self-motivated team player, eager to contribute your expertise and ideas to our organization, while enjoying the desirable quality of life offered in Whitefish, Montana, we invite you to send a letter of application and resume to:

James B. Stack, President
Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937

Your inquiry will be kept strictly confidential.

We urge you to visit the following websites to discover just a few of the cultural, recreational, and lifestyle opportunities available in Whitefish, Montana:

            Whitefish Chamber of Commerce
            Explore Whitefish - Official Visitor Information
            Explore Whitefish on Facebook
            Glacier National Park - Crown Jewel of the Continent
            The Whitefish Trail - 36+ miles of trail for hikers, bikers, runners, skiers and equestrians

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.