Wealth Management Client Associate: Onboarding & Client Experience
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking a Registered Wealth Management Client Associate in Winter Park, Florida. This role involves providing dedicated operational and sales support to affluent clients while serving as their primary contact point. The successful candidate must hold Series 7 & 66 or equivalent licensure and have a strong background in client services and investment products. The role demands a detail-oriented, self-motivated individual who can thrive in a fast-paced environment and consistently deliver exceptional client experiences. This position requires excellent communication skills and the ability to manage sensitive information professionally. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 2 days ago
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