Job Description

CERTIFIED FINANCIAL PLANNER / ADVISOR

DWD IS A WOMEN OWNED BUSINESS AND WE ARE LOOKING FOR A CERTIFIED FINANCIAL PLANNER TO HELP ADD CLIENTS TO THE DWD CLIENT BASE. YOU WILL BE ASKED TO HELP BUILD AN ONLINE PRESENCE, COORDINATE LEAD GENERATION RESOURCES AND BE A RELATIONSHIP MANAGER FOR CLIENTS.

ADVISOR CAN EXPECT TO FOCUS THEIR WORK IN THE FOLLOWING AREAS:

• BUSINESS DEVELOPMENT, RESOURCES PROVIDED BY DWD

• DEVELOP AND IMPLEMENT NEW MARKETING STRATEGIES

• CLIENT ONBOARDING: DATA GATHERING, PRESENTING INVESTMENT PORTFOLIOS AND FINANCIAL PLANS

• CLIENT RELATIONSHIP MANAGEMENT INCLUDING ONGOING AND REGULAR CLIENT CONTACT AND COMMUNICATIONS

REQUIREMENTS:

• CERTIFIED FINANCIAL PLANNER CERTIFICATE OR PASSED CFP EXAM

• MINIMUM 1 YEAR EXPERIENCE WITH EITHER AN RIA OR BROKER DEALER

• EXPERIENCE WITH PORTFOLIO MANAGEMENT, FINANCIAL PLANNING AND TAX STRATEGIES

• DESIRE AND ABILITY TO WORK SUCCESSFULLY IN A SMALL COMPANY ENVIRONMENT

• STRONG VERBAL, WRITING AND LISTENING SKILLS

• FLEXIBLE HOURS FOR NEW MOM

• PAID VACATION, HOLIDAYS AND SICK DAYS

• 401K WITH COMPANY CONTRIBUTION

• HEALTH INSURANCE BENEFITS