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Investment & Financial Planning Advisor
Job in
Sandy Springs, Fulton County, Georgia, 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 seeking a Financial Adviser in Georgia to provide comprehensive financial advice tailored to clients' goals. Responsibilities include building financial plans, triaging client requests, and recommending appropriate investment strategies. Candidates need to hold Series 7 and 66 licenses, with a strong background in the investments and financial service industries.
Preferred qualifications include bilingual Spanish skills and advanced experience in advisory roles. The position requires effective communication and a detail-oriented approach.
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