About this role
WEALTH ADVISOR at Stockman Wealth Management, Inc.. Location: Bozeman, Montana, United States. Role: developing relationships, managing portfolios, serving clients Requirements: Provide wealth management services; CFP preferred; Series 65; Bachelor’s degree or equivalent; strong client service and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: cfp, series 65 Commitment: Full Time Workplace: Onsite Languages: English