Wealth Planning & Investment Advisor
$70k - $80kDormont Manufacturing Company
Dormont Manufacturing Co in Edmonds, Washington, seeks a dedicated financial advisor to help clients reach their financial goals. Responsibilities include triaging client leads, making referrals, meeting clients to review investment goals, and building financial plans. This position demands at least one year of experience in the financial services industry and requires Series 7 and 66 licenses. This role offers a competitive salary range of $70,000 to $80,000, based on skills and experience. Benefits include paid time off and participation in an incentive plan. #J-18808-Ljbffr
Vacancy posted 4 days ago
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