About this role
Servicing Wealth Advisor at Cornerstone Financial Solutions. Location: Huron, South Dakota, United States. Role: Collaborate plans, Review data, Analyze information Requirements: Bachelor’s in Finance or related field; 2+ years in financial advisory; familiarity with investment products, regulatory requirements; proficiency with planning software and CRM. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuidePro, Salesforce, Microsoft Office Certifications: series 7, series 66, certification: cfp or chfc Commitment: Full Time Workplace: Onsite Languages: English