South Milwaukee, WI, USA+1 moreMore locations: Bellville, TX, USA
In Person
About the job
Requirements
A bachelor's degree in Finance, Financial Planning, Economics, Accounting, Business, or a related field is required.
A Securities Industry Essentials (SIE) certification is required.
Series 7 and Series 66 licenses are required or must be obtained within 6–12 months of hire.
The ability and willingness to obtain required licenses within the defined timeframe is required.
Four years of experience in financial planning is required.
Experience with financial planning software such as eMoney, MoneyGuidePro, or similar tools is required.
Experience with customer relationship management systems such as Redtail, Salesforce, Wealthbox, or similar tools is required.
Knowledge of asset allocation, retirement income planning, insurance planning, and tax-aware investment concepts is required.
Strong analytical and quantitative skills are required.
Exceptional attention to detail is required.
High ethical standards and a client-first mindset are required.
Strong verbal and written communication skills are required.
Organizational discipline and time-management skills are required.
A desire to build long-term client relationships is required.
A commitment to professional development is required.
Responsibilities
Gather, organize, and analyze client financial information.
Prepare retirement projections, cash-flow analyses, insurance-needs reviews, and education-funding analyses.
Assist in drafting financial-planning recommendations.
Maintain accurate client records in customer relationship management and financial-planning software.
Identify planning gaps or risks and escalate them to senior advisors.
Prepare meeting materials and reports.
Attend client meetings and document action items.
Assist in presenting portions of financial plans.
Draft follow-up communications and track implementation steps.
Assist in portfolio reviews and allocation analysis.
Monitor investment performance and prepare reporting materials.
Support rebalancing and implementation efforts under supervision.
Understand and communicate model portfolio strategies.
Coordinate account openings, transfers, beneficiary updates, and other service needs.
Work cross-functionally with operations, compliance, and tax teams.
Ensure documentation meets regulatory and firm standards.
Adhere to firm policies and regulatory requirements.
Maintain proper documentation standards.
Stay informed about industry regulations and best practices.
Desired Qualifications
Completed or in-progress Certified Financial Planner coursework is strongly preferred.
Certified Financial Planner certification is preferred but not required.
A Life and Health Insurance License, or willingness to obtain one, is preferred.
About DBHW Wealth Partners
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.
Building Your Financial Advisory Career With Mentorship That Matters
Are you a driven, early-career professional ready to build a meaningful future in financial planning? We’re not just hiring a Junior Financial Advisor — we’re investing in the next generation of trusted advisors.
From day one, you’ll be supported by active, hands-on mentorship from experienced professionals who are committed to your growth and success. You won’t be left to “figure it out” alone — you’ll receive guidance, coaching, and real-world exposure that accelerates your development.
We believe great advisors never stop learning. That’s why we provide opportunities to attend industry conferences, workshops, and continuing education events — keeping you at the forefront of financial strategies, market insights, and client service excellence.
Ambitious about earning your CFP?, CFA?, or other professional designations? We support that too. We offer incentives and recognition for obtaining certifications and advanced credentials, because your growth strengthens both your career and our team.
If you're motivated, coachable, and eager to grow within a supportive, high-performance environment, this is your opportunity to build a lasting and rewarding career in financial advising.”
Position Overview
We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services. This role is designed for an early-career professional looking to build a long-term career in financial advising.
The Junior Advisor works under the supervision of Lead Advisors while developing technical expertise, client relationship skills, and industry credentials.
Key Responsibilities
Financial Planning Support
Gather, organize, and analyze client financial information.