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Senior Wealth Planner & Advisor; CFP
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Financial Planning Assistant to enhance financial planning expertise and support Wealth Advisors. This full-time position requires strong analytical skills and a minimum of 2-3 years of experience in finance.
Responsibilities include preparing financial plans and reports, documentation for client meetings, and building community relationships. Candidates must possess a Bachelor's degree and CFP certification.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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