Financial Solutions Advisor - Oklahoma City: Wealth Planning
Dormont Manufacturing Co
Dormont Manufacturing Co is seeking a dedicated Financial Advisor in Oklahoma City. This role involves guiding clients to achieve their financial objectives, assessing their needs, and developing tailored financial plans. Candidates must hold, or be willing to attain, relevant licenses. Experience in the financial services field is required. Key responsibilities encompass triaging client leads, meeting with clients to discuss their financial goals, and collaborating effectively to deliver comprehensive solutions. Strong interpersonal skills and risk management are essential. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
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