DAE Wealth Management · 1 day ago
Wealth Management Advisor
United States
Full-time
Remote
Entry Level
1+ years exp
Maximize your interview chancesAdviceAsset Management
Hiring Manager
Douglas Emitte
Insider Connection @DAE Wealth Management
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Responsibilities
Growing and managing a book of business that may consist of individuals and/or businesses
Acting as a fiduciary to work towards the goals of your clients and in their best interest
Completing and maintaining continuing education to keep licenses up to date
Qualification
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Required
At least 1 year of experience in the financial services industry
Licensed FINRA Series 65, 66 or 7. (Series 7 is not required, but recommended)
Proficient in Personal Financial Planning
Proficient with current technology standards
Ability to develop a niche market
Self-driven and Goal-focused
Active Community involvement and/or leadership roles
Preferred
Industry Certifications preferred, but not mandatory: CFP®, ChFC®, CFA®, CIMA®
Benefits
Health
Vision
Dental
401(k)
Company
DAE Wealth Management
DAE Wealth Management offers personalized investment management and strategic wealth planning services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Douglas Emitte
CEO & Founder
Company data provided by crunchbase
