At DBHW Wealth Partners, our team of financial planners, wealth managers, tax professionals, and accounting advisors have more than 200 years of combined experience. We work collaboratively to afford clients the best possible financial outcomes – integrating our areas of expertise to minimize their tax liabilities and maximize their opportunities for success. Our knowledge and confidence run deep.
But we’re more than a group of colleagues. We’re a family. We care about each other, support each other, and work hard for our clients and community. The work we do is important, and we have fun doing it. Caring, confident, accessible, and committed to you – that’s the DNA of our team.
Ready to join us? Browse our current openings below.
To apply, please send your resume to email@example.com and firstname.lastname@example.org our team will be in touch.
Support our team of Senior Wealth Planners by creating financial plans, creating presentation materials, and providing technical reporting while using tools standardized to our industry. Becoming an expert in financial planning, building portfolios, analyzing risk, and supporting all wealth management issues for clients. Supporting the Associate Advisors by collecting, analyzing, and entering financial planning source documents into our financial planning software with the highest level of accuracy. Reviewing financial statements for accuracy in addition to inputting data to match our client's financial and life goals. Supporting our team during client meeting sessions by recording comprehensive notes, action plans, and planning opportunities. Analyzing data to identify opportunities and develop advanced planning techniques. Ideal position for anyone on the Financial Advisor track.
Financial Analyst I Responsibilities: