Wealth Planner: Build Custom Financial Plans & Experience

$75k - $90k

Dormont Manufacturing Company

Dormont Manufacturing Co is looking for a Wealth Planner to support our Wealth Advisor in managing client relationships. This role involves developing personalized financial strategies, assisting with client meetings, and utilizing financial planning software. The ideal candidate has a Bachelor's degree and at least 2 years of financial planning experience. Competitive salary between $75,000 and $90,000 with benefits including health insurance and a 401(k) plan. #J-18808-Ljbffr

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Vacancy posted 1 day ago

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