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CFP Wealth Advisor — Growth & Comprehensive Planning
Dormont Manufacturing Co
Opportunity Description
Dormont Manufacturing Co is seeking a Wealth Advisor to join our Client Advisory Team. You will provide comprehensive wealth planning advice to established clients while growing new relationships through referrals and community involvement.
You will analyze client needs, guide asset allocation, estate and tax planning, and coordinate with team members to deliver holistic financial solutions. A CFP designation and five years of wealth management experience are required.
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