dbhw-wealth-partners~4mo ago

Financial Advisor

United States·Bellvillemid

OtherFinancial Advisor

0 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

Carries out planning, analysis, investment and other decisions that affect client relationships Prepares and updates financial plans,

Requirements Summary

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,

Technical Tools

OtherFinancial 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.

Responsibilities

~1 min read

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.