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Job description
Financial Advisor
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine comprehensive wealth management with proactive tax planning, allowing advisors to deliver more integrated, high-value solutions to clients. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.
The Financial Advisor is responsible for building trusted relationships with clients and providing comprehensive financial guidance to help them achieve their short- and long-term financial goals. This role involves assessing clients' financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. The Financial Advisor serves as a key resource, delivering ethical, compliant, and client-focused recommendations while maintaining a high standard of professionalism and confidentiality.
Duties/Responsibilities:
Carries out planning, analysis, investment and other decisions that affect client relationships
Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems
Works with Managing Directors to discuss, review and finalize financial planning assumptions and design decisions
Works with clients to obtain information and prepare risk profiles and investment policy statements
Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group
Develops asset allocation strategies and works independently or with the Investment Group to implement
Rebalances portfolios as directed by the Investment Committee
Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing information
Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities
Researches new investment products and vendors
Facilitates the adoption of new technology by client service teams and trains others as necessary
Frequently supervises and trains entry-level positions and the Operations Group
Advises clients on appropriate financial products in the context of their plans
Required Skills/Abilities:
Financial planning and financial advice
Client service
Compliance process
Project/time management
Client and internal communications
Relationship management
Networking
Business development
Management and leadership
Coaching and mentorship
Education, Experience, and Licensing:
Associate's degree preferred.
Series 63, 65, and 66 certifications are preferred.
Series 7 certification preferred.
Certified Financial Planner (CFP) certification preferred.
Physical Requirements:
Prolonged periods sitting or standing at a desk and working on a computer.
This position is an in-office position.
Benefits
As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year.
We also close our office for 7 holidays, and have a floating holiday available for use as well.
Worksite address
brookfield, WI, 53045, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.