Wealth & Financial Planning Advisor
Job in
Quincy, Norfolk County, Massachusetts, 02171, 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, Financial Sales
Job Description & How to Apply Below
Dormont Manufacturing Co is hiring for a Financial Advisor position in Quincy, Massachusetts. This role involves providing comprehensive financial advice, building financial plans, and meeting client needs through customized solutions including investment products.
Key responsibilities include triaging client leads, making referrals to partners, and managing financial strategies. Candidates should have a Series 7 and 66 license, and possess at least one year of experience in the financial service industry.
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