Financial Advisor - Dreyer Wealth Management, LLC

Job Details

Dreyer Wealth Management is actively seeking a financial advisor to join our practice. We are a growing firm with a strong client-centered culture. The position is ideal for someone passionate about financial planning, investment management, and serving clients.

Job responsibilities

Primary responsibility is financial planning activities at the firm
Develop and maintain client relationships, expanding our client base while enhancing existing connections
Design and deliver personalized investment and financial strategies to address client-specific needs
Stay abreast of recent developments in financial planning, including legislative changes
Offer proactive advice and strategies to enhance clients financial outcomes
Respond to client inquiries and initiate client contact when appropriate

We are looking for someone who has

Proven ability to manage multiple projects independently
A commitment to exceptional customer service
Strong verbal and written communication skills
Collaborative problem-solving abilities
Strong organization skills and detail-oriented
A team-oriented mindset

Experience

1+ years experience providing financial advice and planning services to clients
Hold current securities license(s)
Hold life & health insurance licenses in WI (or willing to complete within 6 months)

Benefits provided

Competitive base pay commensurate with experience
Revenue-sharing opportunities and performance-based bonuses
Retirement plan with match
Generous paid time off and holiday schedule

All advancing candidates will be required to pass a FINRA background check and fingerprinting.

Please send resume and cover letter to ...@dreyerwealth.com

Dreyer Wealth Management, LLC

05/25/2024

Appleton,WI