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Tulsa Financial Solutions Advisor: Build Wealth Plans

Dormont Manufacturing Co

Dormont Manufacturing Co is seeking a financial advisor to provide clients with customized solutions to achieve their financial goals. Responsibilities include triaging client leads, making referrals, and building comprehensive financial plans. The ideal candidate will have relevant licenses (Series 7 & 66), a background in finance or sales, and a talent for building client relationships. This full-time role demands effective communication and strong organizational skills, operating typically 40 hours per week with a schedule primarily Monday to Friday. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted more than 2 months ago

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