Strategic Financial Planning Advisor
$70k - $80kDormont Manufacturing Co
Dormont Manufacturing Co is looking for a Financial Advisor in Cupertino, CA. This position involves providing customized financial advice and solutions for clients. Responsibilities include triaging client leads, building financial plans, and recommending investment products. Qualified candidates will hold Series 7 and 66 licenses, have at least one year of experience in the investments and financial service industry, and excel in client relationship building. The salary ranges from $70,000 to $80,000 annually, commensurate with experience. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
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