Wealth Advisor Associate – Client Wealth
Job in
Lowell, Middlesex County, Massachusetts, 01856, USA
Listed on 2026-07-13
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Dormont Manufacturing Co in Lowell, Massachusetts is seeking a Financial Advisor Associate to provide wealth management advisory services to clients. The role includes analyzing financial details, advising on investments, and building client relationships while ensuring the client's financial interests are the priority.
The ideal candidate will have a Bachelor’s degree, relevant experience, and required licenses including SIE, Series 7, and Series 66. Benefits include competitive pay and opportunities for growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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