Service 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.

• →Carries out planning, analysis, investment and other decisions that affect client relationships, consulting with the Lead Advisor/Managing Director on complex decisions as needed
• →Grows existing client relationships by adding more assets under management, identifying opportunities for additional services and seeking referrals
• →Leverages the time and expertise of Lead Advisors/Managing Directors by assisting them and at times replacing them in the execution of steps in the client service process

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.