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Wealth Management Client Associate - Service & Solutions

Dormont Manufacturing Co

Dormont Manufacturing Co is seeking a dedicated client service support professional in Miami, Florida, to assist Financial Advisors. The role involves educating clients on various banking services, ensuring accuracy in client materials, and maintaining strong client relationships. The ideal candidate must hold FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, and demonstrate a client-centric mindset. A solid background in client management and excellent communication skills are essential for success in this role. #J-18808-Ljbffr Dormont Manufacturing Co

Vacancy posted 2 days ago
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