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Holistic Mass Affluent Wealth Advisor

Job in Covington, Virginia, 24426, USA
Listing for: Dormont Manufacturing Co
Full Time position
Listed on 2026-07-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 - 80000 USD Yearly USD 50000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: Covington

Dormont Manufacturing Co is looking for a Private Client Advisor to serve a Mass Affluent client base, focusing on financial wellness and investment solutions. The advisor will grow new clients and enhance existing ones, offering comprehensive financial plans tailored to their needs.

The ideal candidate should possess excellent sales and relationship management skills. Required qualifications include a High School Diploma, FINRA licenses, and experience in financial services.

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