Wealth Advisor Associate - Build Client Relationships

Dormont Manufacturing Co; Virginia (MN); On-site; USD 50,000 - 70,000; Full time

Job summary

Dormont Manufacturing Co is seeking a Financial Advisor Associate to build and maintain relationships with clients. The role involves analyzing financial information, advising on investment strategies, and ensuring compliance with financial regulations.

Ideal candidates will possess a bachelor's degree, relevant experience, and strong interpersonal skills. The FAA is expected to engage with clients in a consultative manner, fostering trust and guiding them in achieving their financial goals.

Qualifications

• 1+ years of relevant work experience in the financial services industry.
• Ability to travel within assigned market to meet clients.
• Self-directed with the ability to plan activities to achieve sales goals.

Responsibilities

• Serve as the primary relationship manager and financial advisor.
• Analyze client financial information and recommend strategies.
• Build a client base by acquiring new clients continuously.

Skills

Interpersonal skills

Financial analysis

Consultative sales

Organizational skills

Communication skills

Education

Bachelor's degree

SIE & Series 7

L&H and Series 66 (or equivalent)

Tools

SalesForce

Money Guide Pro

Job description

Dormont Manufacturing Co is seeking a Financial Advisor Associate to build and maintain relationships with clients. The role involves analyzing financial information, advising on investment strategies, and ensuring compliance with financial regulations.

Ideal candidates will possess a bachelor's degree, relevant experience, and strong interpersonal skills. The FAA is expected to engage with clients in a consultative manner, fostering trust and guiding them in achieving their financial goals.