Wealth Management Associate — Client Solutions Leader
Job in
Menlo Park, San Mateo County, California, 94029, USA
Listed on 2026-07-06
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
Dormont Manufacturing Co in Menlo Park is looking for a Wealth Management Associate to support financial advisors and cultivate client relationships. The role demands strong communication skills and a background in finance, along with at least 5 years of relevant experience.
Candidates should hold an active SIE, Series 7, and 66 licenses, and possess knowledge of financial products. Expected base pay ranges from $68,000 to $120,000, with additional compensation packages.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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