Investment Advisor & Representative Salary at Capstone Wealth Management BETA

Territory Sales Representative: Job Summary: Are you financially happy in your current role? Does your current position have opportunities for growth and a rewarding career? If you need to make more money and have a pathway to career advancement, then Leaf Home is just the opportunity you’ve been looking for! Target earnings of $50,000 to $100,000+ As a Leaf Home territory sales representative, you will work to provide potential customers with your expertise and education about the benefits of LeafFilter gutter protection and gutter replacement. By doing a quick home inspection from the street we will teach you how to identify potential homeowner challenges that Leaf Home has the solution for. Primary Responsibilities: Generate sales leads for our outside sales team by covering an assigned territory each day, going door to door and engaging prospective customers at their home about Leaf Home products (local travel required). Utilize a consultative selling approach to educate consumers

Description Bravera Wealth is hiring for an Investment Advisor Representative or Registered Representative in Billings, MT! Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Bravera Wealth Advisors assess the financial needs and help with decisions on investments (such as stocks and bonds), tax laws, and insurance. Bravera Wealth Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Duties include meeting with prospects and clients to establish their needs and obtain financial statements, using financial statements and legislation to develop fin

Key Responsibilities: Accounting & Finance (Lead Accountant, CPA Duties): Oversee all accounting operations including A/R, A/P, payroll, and general ledger Prepare monthly, quarterly, and annual financial reports Manage budgeting, forecasting, and cash flow analysis Ensure compliance with GAAP and tax regulations Coordinate and liaise with external auditors, tax preparers, and banks Monitor internal controls and recommend process improvements Office Management: Supervise administrative staff and coordinate office operations Maintain vendor relationships and oversee purchasing and inventory Manage employee onboarding, benefits administration, and HR records Ensure a smooth and efficient office environment, both in-person and remote Qualifications: CPA certification required Bachelor’s degree in Accounting, Finance, or related field Minimum 5 years of accounting experience, including leadership responsibilities Strong knowledge of QuickBooks, Excel, and other financial software Excellent

Description Bravera Wealth is hiring for an Investment Advisor Representative or Registered Representative in Billings, MT! Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. A Financial Advisor is responsible for providing businesses and individuals with sound advice regarding their financial planning and investments. Bravera Wealth Advisors assess the financial needs and help with decisions on investments (such as stocks and bonds), tax laws, and insurance. Bravera Wealth Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Duties include meeting with prospects and clients to establish their needs and obtain financial statements, using financial statements and legislation to develop fin

Youll want to join Billings Clinic for our outstanding quality of care, exciting environment, interesting cases from a vast geography, advanced technology and educational opportunities. We are in the top 1% of hospitals internationally for receiving Magnet Recognition consecutively since 2006. And youll want to stay at Billings Clinic for the amazing teamwork, caring atmosphere, and a culture that values kindness, safety and courage. This is an incredible place to learn and grow. Billings, Montana, is a friendly, college community in the Rocky Mountains with great schools and abundant family activities. Amazing outdoor recreation is just minutes from home. Four seasons of sunshine! You can make a difference here. About Us Billings Clinic is a community-owned, not-for-profit, Physician-led health system based in Billings with more than 4,700 employees, including over 550 physicians and non-physician providers. Our integrated organization consists of a multi-specialty group practice and

Provides day-to-day delivery of critical lending operations processes including loan administration and servicing activities. Supports the execution of payments, transactions, service requests, administrative activities and processes and fulfillment of stakeholders inquiries/requests within relevant service level agreements. Collaborates with stakeholders to promote efficient and effective processes and work flow, establish positive working relationships across the organization and to achieve business results and deliver the intended customer and employee experience. Lending operations includes specialized operations processes and activities for mortgages, consumer lending products, leasing and/or commercial lending products. + May function as a problem-solving resource for team members. + Provides accurate and timely processing of service requests, transactions, activities, etc. within relevant service level agreements and in accordance with established policies, processes and procedu

locationsIntermountain Health St Vincent Regional Hospital time typeFull time posted onPosted 6 Days Ago time left to applyEnd Date: April 16, 2025 (11 hours left to apply) job requisition idR136547 Job Description: The Phlebotomist I is responsible to accurately collect patient specimens for diagnostic testing while working in a professional medical environment. This position functions as part of a dynamic and engaging team with a workload that ranges from fast-paced hospital settings and high/low volume clinics. Caregivers in this role will gain valuable experience and knowledge to help prepare them for workplace and career advancement. Job Specifics: Full time - Sunday - Saturday nights - 2100-0730, 0000-0830, or 0100-0930. Working every other Weekend and coverage during the week. Benefits Eligible Location - St. Vincent Regional Hospital Scope Performs phlebotomy (venipuncture, fingerstick, heel stick) according to established procedures. Identifies patients using two patient ident

Prudential Advisors is looking for an experienced financial professional in the Billings area that is interested in working with Prudential existing clients base. This exciting position will allow you to grow your career and business, helping the people and families that look to Prudential for financial solutions. This position will offer: · The ability to service existing clients · The ability to build a strong client base with Prudential’s exceptional referral programs · The opportunity to create client solutions without proprietary products sells requirements · Compensation that is 100% benefitable regardless of the product or company you sell · The look and feel of an independent advisor with the benefits of being an employee. · 3 retirement programs: a 401(k) with a 4% match, a cash balance pension plan, and a pension enhancement plan. Requirements: · Series 6 and 63 required. Series 7 and 66 preferred · Insurance license required · Three or more years of investment sales experien