119 Oracle jobs in Milltown, MT
New, Posted 14 hours ago
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City Manager for Helena MT

City of Helena

Missoula, MT 59801

$175,000-$205,000/yr
Health InsurancePaid Time OffRetirement Benefit
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Wealth Management Specialist (FP)

Bank of America

Missoula, MT 59802

~ 10 min Onsite

  • Series 7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
  • Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
  • Wealth Management Specialist (FP)
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
  • SAFE ACT Registration; ADV-2B Required
  • Maintain at least one firm approved designation
  • Understanding of how to deliver a strong overall client experience
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
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