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Senior Financial Planner - Tech-Driven Wealth Advisor
Job in
Mandan, Morton County, North Dakota, 58554, 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
Job Description & How to Apply Below
Dormont Manufacturing Co is seeking a Senior Financial Planner to join our innovative wealth management team. This role involves crafting and advising on comprehensive financial plans for our members, supported by a tech-driven approach to asset management.
Ideal candidates will have 6-9+ years in client-facing financial services, including significant expertise in tax planning, investments, and financial technology. A collaborative spirit and exceptional organizational skills are essential to thrive in our dynamic environment.
Benefits include comprehensive health coverage, a 401k plan, and flexible work arrangements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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