Cornerstone Wealth Management Partners, PC is seeking an experienced Associate Wealth Advisor to join the team in Kalispell, MT. Requirements include FINRA series 7, 24, and 63 registrations, Certified Financial Planner (or willing to obtain), background in personal financial planning, extensive knowledge of the securities industry s rules and regulations, and current registration with LPL Fina...
Analyze and prepare credit requests for review by originating lender and/or appropriate loan committee via bank's loan processing software;understand all aspects of the image software and ensure adequacy of bank's collateral position via review and audit of reports prepared by lenders and borrowers. Perfect applicant Must Have: Applicant must have superior written and spoken communication exper...