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Wealth & Investment Planning Advisor - Mass Affluent
Job in
Salem, Roanoke County, Virginia, 24155, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Dormont Manufacturing Co is looking for a Private Client Advisor focused on providing investment solutions to our Mass Affluent clients. The role involves establishing strong partnerships, delivering comprehensive financial planning, and expanding client relationships.
The ideal candidate will have experience in financial services sales and hold necessary industry licenses. Strong communication and teamwork skills are essential for success in this role.
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