About this role
Financial Advisor at DBHW Wealth Partners. Location: South Milwaukee or Brookfield or Bellville. Role: advising clients, preparing plans, managing portfolios Requirements: Provide financial planning and investment advice, prepare/update plans, coordinate onboarding, develop asset allocation strategies, supervise entry-level staff; associate's degree preferred; Series 63/65/66/7 and CFP preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: series 63, series 65, series 66, series 7, cfp Commitment: Full Time Workplace: Onsite Languages: English