Investment & Financial Planning Advisor
Dormont Manufacturing Company
Dormont Manufacturing Co is seeking a Financial Advisor responsible for providing comprehensive advice tailored to clients to help them achieve their financial goals. The role involves triaging client leads, recommending investment strategies, and ensuring compliance with SAFE Act registration requirements. The ideal candidate will hold Series 7 & 66 licenses and have at least one year of experience in the investments field. Strong communication and relationship-building skills are essential, along with the ability to manage financial goals in a fast-paced environment. #J-18808-Ljbffr
Vacancy posted 1 day ago
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