Wealth Advisor Associate - Grow to Lead Clients
Dormont Manufacturing Company
Dormont Manufacturing Co in Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. Responsibilities include recommending financial plans, documenting meetings, and nurturing client relationships. The ideal candidate will have a Bachelor's degree along with certifications such as CFP or CFA, and 4-8 years of relevant experience. This position offers a competitive salary range and benefits including a 401(k) plan and medical coverage. #J-18808-Ljbffr
Vacancy posted 3 days ago
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