Experienced Wealth Manager

Employer
DWM Financial Group, Inc.
Location
Mount Pleasant, South Carolina
Salary
Full-time $60,000 to $100,000
Closing date
Feb 2, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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Full-time ($60,000 to $100,000)

DWM Financial Group, Inc, DBA Detterbeck Wealth Management, provides proactive, valued-added investment advisory and comprehensive financial planning services to its clients as a fiduciary and fee-only RIA.  DWM manages over $300 million of investible assets.

Seeking a candidate, who is an experienced CFP® and financial adviser who is passionate about helping clients meet their objectives and becoming an excellent wealth manager in a unique, highly respected boutique firm.  DWM pays for all continuing education courses.

Candidate must have a great brain and apply it every day.  They must be excellent with numbers and details, work as a team member and have a sense of urgency and a commitment to personal excellence.

Candidate must be responsible, listen and communicate well, be resourceful and find practical well thought out solutions and have integrity and be truthful and confidential in all deals.

Compensation will be based on the continuing performance of these qualities and the value-added provided to our clients and our team as an employee.

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