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Senior Investment Advisor Office & Clients
Job in
Detroit, Wayne County, Michigan, 48228, 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
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking an Investment Specialist in Detroit to be the main contact between the Family Office and its clients. This role involves conducting investment reviews, maintaining investment documentation, and preparing financial analyses.
The ideal candidate will have over seven years of experience in financial services, strong investment literacy, and exceptional organizational skills. The position requires confidentiality and discretion, with responsibilities including managing sensitive financial information.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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