Wealth Planning & Investment Advisor
Job in
Edmonds, Snohomish County, Washington, 98020, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Dormont Manufacturing Co in Edmonds, Washington, seeks a dedicated financial advisor to help clients reach their financial goals. Responsibilities include triaging client leads, making referrals, meeting clients to review investment goals, and building financial plans. This position demands at least one year of experience in the financial services industry and requires Series 7 and 66 licenses.
This role offers a competitive salary range of $70,000 to $80,000, based on skills and experience. Benefits include paid time off and participation in an incentive plan.
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