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Wealth Planning Associate — to Lead Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a qualified financial advisor to support wealth management services for high-net-worth clients. The role involves preparing financial plans, mentoring others, and managing client relationships.
Applicants must hold a Bachelor's degree and relevant professional certifications such as CFP, CFA, CPA, JD, or MBA, with 4–8 years of experience in the financial services industry. The position offers a competitive salary range of $100,000–$140,000 annually.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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