Career Opportunities at Stack Financial Management
Our team is comprised of dedicated professionals who thrive in a high-energy, team-oriented work environment and culture of excellence. We are honored to be an integral part of our clients’ financial future and are committed to helping them achieve their long-term investment goals with the highest level of integrity.
One of SFM’s greatest strengths is attracting, motivating, challenging, and rewarding talented professionals who do superior work for our clients. We are very proud of the culture we have built, and are always searching for additional seasoned, top-notch talent with a passion for excellence to join our team.
Located far from Wall Street in beautiful northwest Montana, Stack Financial Management has earned a reputation as one of America’s premier investment advisors with over $1.6 billion in assets under management for clients in 48 states. Over the past 27 years, we have built an established firm with national respect and over a 97% client retention rate. SFM has consistently been recognized as one of the top independent and top wealth advisory firms in the country. We have accomplished this by hiring “the best of the best” in all facets of our business, creating a dynamic work environment, and focusing energy on always putting our clients first.
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 have exceptional skills and experience in the wealth management and investment advisory industry, and you feel you meet our high standard of excellence, then please don’t hesitate to reach out to us.
Benefits & Perks
We believe our firm and community are a truly exceptional place to work and live. Here are some of the benefits of working at Stack Financial Management:
Living & Working in Whitefish
Living and working in Whitefish is a fantastic opportunity for anyone who loves nature and the outdoors. Our office is located near Big Mountain and Whitefish Mountain Resort, and is just 40 minutes from Glacier National Park. Take a look at what Whitefish living has to offer:
Explore Whitefish – Plan a visit to Whitefish
Whitefish Chamber Of Commerce – General information & events
Ski Whitefish – Skiing on Big Mountain
Whitefish Legacy Partners – Trails & Maps
Glacier National Park – Wilderness area in Montana’s Rocky Mountains
Alpine Theater Project – Shows & Events
Glacier International Airport – Find flights & transportation
Whitefish Wikipedia – Everything Whitefish
Ski Magazine – Whitefish Mountain Resort: Attracting attention for all the right reasons
NY Daily News – Whitefish Montana’s winter vacation destination
Powder Magazine – Passing Through: Whitefish, Montana
Living and working in Whitefish, Montana is a dream location for those seeking an active lifestyle. Outdoor recreation opportunities include skiing, boating, kayaking, hiking, climbing, fishing, hunting, biking, camping, and exploring. We feel very privileged to be able to live and work in such a tight-knit community that offers our employees and their families a special quality of life.
In 2018, SFM moved into its new office building in Whitefish, Montana. This facility offers us state-of-the-art technology and a footprint to expand our services and grow with our clients. From this legacy home SFM will remain a privately owned, independent investment management firm and proudly serve our clients for decades to come.