About this role
WEALTH ADVISOR at Stockman Wealth Management, Inc.. Location: Kalispell, Montana, United States. Role: Develop clients, Manage portfolios, Provide financial planning Requirements: Bachelor's degree or equivalent experience; CFP preferred; Series 65; strong client service and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Office, Outlook, Word, Excel, PowerPoint Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English