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Senior Financial Advisor: Investment & Planning Leader
Job in
Traverse City, Grand Traverse County, Michigan, 49685, USA
Listed on 2026-07-04
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Dormont Manufacturing Co in Traverse City, MI is seeking an HFA Financial Advisor Senior who will partner with branch staff to identify client financial needs and provide tailored solutions. Responsibilities include meeting personal production goals, coaching branch staff, and offering investment and insurance products.
The ideal candidate should have a minimum of 1 year of investment sales experience, relevant licenses, and a track record of exceeding expectations. This role is office-based and exempt from overtime pay.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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