Wealth Planning Advisor

DBHW Wealth Partners; South Milwaukee (WI); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Firm sponsored benefits

120 hours of paid time off annually

7 holidays and a floating holiday

Job summary

A financial services firm in South Milwaukee is seeking an experienced Service Advisor to enhance client relationships and prepare comprehensive financial plans. The ideal candidate should have 5-9 years of experience in advisory roles, with expertise in financial planning, compliance, and client service. Additional certifications are preferred. This full-time position offers several firm-sponsored benefits and paid time off with opportunities for professional growth.

Qualifications

• 5-9 years of experience in a financial advisory role.
• Proficient in financial planning and client relationship management.
• Certifications such as Series 63, 65, and 66 preferred.

Responsibilities

• Prepare financial plans and help with day-to-day operations.
• Grow existing client relationships and manage investment strategies.
• Coordinate client onboarding and supervise entry-level positions.

Skills

Financial planning and financial advice

Client service

Compliance process

Project/time management

Client and internal communications

Education

5‑9 years of experience in an advisor role

Series 63, 65, and 66 certifications

Series 7 certification

Job description

A financial services firm in South Milwaukee is seeking an experienced Service Advisor to enhance client relationships and prepare comprehensive financial plans. The ideal candidate should have 5-9 years of experience in advisory roles, with expertise in financial planning, compliance, and client service. Additional certifications are preferred. This full-time position offers several firm-sponsored benefits and paid time off with opportunities for professional growth.