Broker Check

Financial Advisor

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 hello@dreyerwealth.com