Junior Financial Advisor - Mentored Growth & Benefits

DBHW Wealth Partners; South Milwaukee (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401(k) with employer match

Paid time off

Continuing education support

Performance-based bonus potential

Job summary

A growing financial advisory firm in South Milwaukee is seeking a motivated Junior Financial Advisor to provide support in delivering comprehensive financial planning and investment services. This role includes gathering client information, assisting in financial recommendations, and being actively involved in client meetings. With hands-on mentorship and opportunities for professional growth and certification, this position is ideal for early-career professionals looking to make a significant impact in financial advising.

Qualifications

• 0-4 years of experience in financial services or related field.
• Ability to obtain necessary licenses within 6-12 months of hire.
• Willingness to pursue CFP certification.

Responsibilities

• Gather and analyze client financial information.
• Prepare retirement projections and financial recommendations.
• Maintain accurate client records and assist in presentations.

Skills

Analytical skills

Quantitative skills

Client relationship management

Attention to detail

Education

Bachelor’s degree in Finance or related field

Tools

Financial planning software (e.g., eMoney, MoneyGuidePro)

Job description

A growing financial advisory firm in South Milwaukee is seeking a motivated Junior Financial Advisor to provide support in delivering comprehensive financial planning and investment services. This role includes gathering client information, assisting in financial recommendations, and being actively involved in client meetings. With hands-on mentorship and opportunities for professional growth and certification, this position is ideal for early-career professionals looking to make a significant impact in financial advising.