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Wealth Advisor: Personal Finance & Planning

Job in Richmond, Madison County, Kentucky, 40476, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 67500 - 82500 USD Yearly USD 67500.00 82500.00 YEAR
Job Description & How to Apply Below

Dormont Manufacturing Co is seeking a Financial Advisor to guide clients on investment strategies and manage relationships within the organization. This role involves consulting on financial planning, handling sales and service efficiently, and developing personalized financial strategies for clients.

The successful candidate will demonstrate a solid understanding of financial products and exhibit strong client engagement abilities. A Bachelor's degree and relevant experience are required, along with specific certifications in finance.

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