Dyer Private Wealth Management · 1 day ago
Financial Advisor
Hunt Valley, MD
Full-time
Hybrid
Senior Level
5+ years expDyer Private Wealth Management is a registered investment advisor based in Maryland, specializing in tailored financial planning and investment management. The Financial Advisor will focus on accruing and advising clientele while ensuring that only clients who will benefit from the services are onboarded.
Financial Services
Responsibilities
Focus on accruing and advising clientele
Maintain high integrity to ensure only clients that will benefit from a financial advisor are onboarded
Qualification
Required
Bachelor's degree (Required)
Strong ethics and mindset to put the client's needs ahead of your own (Required)
Ability to maintain extreme confidentially when working with clients (Required)
Ability to adhere to regulatory compliance guidelines
Strong skills and expertise in financial planning, portfolio management, and back office operations (5+ Years of Experience Preferred)
No disclosures on any of your financial licenses
Preferred
Strong skills and expertise in financial planning, portfolio management, and back office operations (5+ Years of Experience Preferred)
Excellent interpersonal, communication, and analytical skills
Current CFP® (Or Aptitude & Desire to Acquire)
Active Series 65 Licensure (If CFP® designation is not held)
Proficiency with financial planning software, tools, and technology
Company
Dyer Private Wealth Management
Advisory services offered through Dyer Private Wealth Management & Financial Consults Group, LLC d/b/a Dyer Private Wealth Management (CRD# 335655), an investment adviser registered with the State of Maryland.
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase