Wealth Advisor Associate - Grow to Lead Clients

Dormont Manufacturing Co in Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. Responsibilities include recommending financial plans, documenting meetings, and nurturing client relationships.The ideal candidate will have a Bachelor's degree along with certifications such as CFP or CFA, and 4-8 years of relevant experience. This position offers a competitive salary range and benefits including a 401(k) plan and medical coverage.#J-18808-Ljbffr