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
  • Cultivate new client relationships while nurturing and expanding the existing client base
  • Create and present financial plans to clients and address their financial issues and questions
  • Stay abreast of recent developments in financial planning, including legislative changes
  • Proactively engage and advise clients on strategies that will improve the overall outcome of their financial well-being
  • Respond to client inquiries and initiate client contact when appropriate

We are looking for someone who has

  • The ability to manage multiple projects at one time without supervision
  • The drive to provide the highest level of customer care and service
  • Excellent communication skills, including both verbal and written 
  • The ability to work with others to solve client problems
  • Strong organization skills and detail-oriented


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

Benefits provided

  • Competitive base pay commensurate with experience 
  • Additional compensation based on revenue sharing and consideration for bonuses based on performance and company profitability 
  • Retirement plan with match
  • Paid time off
  • Paid holidays

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

Please send resume and cover letter to