Strategic Financial Solutions Advisor
Job in
Paoli, Phillips County, Colorado, 80746, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Sales, Wealth Management
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Financial Advisor to provide comprehensive advice to clients for their financial goals. Key duties include triaging client leads, making referrals, and enhancing client relationships through effective communication.
The ideal candidate will hold licenses such as Series 7 and 66, and have a minimum of one year in the investments industry. This position is vital for our clients’ financial success while ensuring compliance with regulatory requirements.
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