About this role
Junior Financial Advisor at DBHW Wealth Partners. Location: South Milwaukee or Bellville. Role: gathering information, preparing analyses, supporting implementation Requirements: Bachelor's degree in finance-related field required, SIE required, Series 7 and 66 required or to be obtained within 6–12 months, 4 years financial planning experience, CFP preferred, familiarity with financial planning and CRM software. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuidePro, Redtail, Salesforce, Wealthbox, CRM Certifications: sie, series 7, series 66, cfp, life & health insurance Commitment: Full Time Workplace: Onsite Languages: English