Investment Associate: Wealth Advisory & Client Growth
Dormont Manufacturing Co
Dormont Manufacturing Co in Jericho, NY is seeking a Registered Client Associate to support Financial Advisors in achieving client financial goals. The role involves gathering client information, facilitating transfers, and providing outstanding service while monitoring account performance. Ideal candidates have at least 3 years of relevant experience and possess Series 7 and 66 licenses. The position offers competitive compensation, potential bonuses, and opportunities for professional development in an inclusive environment. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
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