About this role
WEALTH ADVISOR at Stockman Wealth Management, Inc.. Location: Billings, Montana, United States. Role: portfolio management, client service, business development Requirements: Bachelor’s degree or equivalent; CFP preferred; Series 65; strong client service and communication; able to work independently; MS Office; travel. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English