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Financial Solutions Advisor - Clients & Plans
Job in
Forest Hills, Pike County, Kentucky, 41527, 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, Wealth Management
Job Description & How to Apply Below
Location: Forest Hills
Dormont Manufacturing Co is seeking a qualified financial advisor to provide tailored solutions to clients for achieving financial goals. This role includes triaging leads, building financial plans, and recommending brokerage products while ensuring compliance with SAFE Act regulations.
The ideal candidate will have a strong background in financial services, effective communication skills, and be proactive in managing client relationships. Competitive salary and benefits are provided, along with a formulaic incentive plan.
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