Analyst I (Entry Level Jr. Advisor) - South Milwaukee

DBHW Wealth Partners • South Milwaukee, WI

22d • Onsite

About The Position

Kickstart your career in wealth management as an Analyst I and become an integral part of a dynamic, client-focused team. In this role, you’ll gain hands-on experience in financial planning, client service, and investment analysis while working alongside experienced advisors. You’ll play a meaningful role in supporting client relationships, building financial plans, and delivering insights that make a real impact. This is an exciting opportunity for a driven, detail-oriented individual who is passionate about finance and eager to grow into a future Financial Advisor.

Job Summary:
The Analyst I will be responsible for providing exceptional client service by answering basic client questions, assisting with fund transfers, maintaining CRM information, and generating performance reports. Additionally, the Analyst I will offer analytical support by attending client meetings, preparing reports and presentations, and entering data into financial planning software. The Analyst I will also support senior team members by creating financial plans and preparing materials for client meetings. The ideal candidate will have strong quantitative and analytical abilities, excellent communication skills, and a team-oriented mindset. A Bachelor’s degree in Finance, Accounting, Economics, or a related field is required, along with a willingness to get licensed as a Financial Professional.

Requirements

• General financial planning and basic financial analysis
• Strong quantitative and analytical abilities
• Problem-solving skills and attention to detail
• Strong written and verbal communication skills
• Ability to present financial information in a clear and concise manner
• Effective interpersonal skills for collaboration with team members
• Time management and ability to prioritize tasks
• Attention to detail and accuracy in financial reporting
• Ability to handle multiple projects and deadlines
• Team-oriented mindset and ability to work collaboratively
• Flexibility and adaptability in a dynamic work environment
• Positive attitude and willingness to learn and develop new skills
• Bachelor’s degree in Finance, Accounting, Economics, or related field required.
• Willingness to get licensed as a Financial Professional required.
• Motivated to follow the path of becoming a Financial Advisor required.

Nice To Haves

• Internships or relevant work experience preferred.

Responsibilities

• Answers basic questions for clients or fields client calls to appropriate colleagues
• Assists with client requests for transfers of funds in and out of accounts
• Enters or updates cost basis information
• Fills out necessary forms for opening or maintaining accounts (if not performed by an Operations Specialist)
• Interfaces with the broker-dealer or custodian to obtain information or account data and conveys service requests
• Maintains information in the CRM system
• Sets up and retrieves reports in the portfolio management system
• Assists in generating performance reports
• Attend client meetings and take extensive notes
• Analyzes client information and prepares reports and presentations
• Enters information into financial planning software and prepares draft plans, with help from an Associate Advisor or Service Advisor
• Research products and product pricing and contacts carriers for information
• Research investment managers and investment services and their pricing
• Supports senior team members by creating financial plans and helping prepare materials needed for client meetings and follow-ups
• Develops expertise in financial planning and familiarity with developing financial plans for clients
• Assisting clients with eMoney, creating Financial Plans, working on Tax inputting of data, and handling misc. tasks helping the Wealth Division.

Benefits

• 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.
• 401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours. Employee directed pre-tax and ROTH contributions available.
• The 401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm. The company begins contributing a 3% Safe Harbor at that time, and employee contributions can begin at the same time. The company contributions are subject to a vesting schedule that are stated in the plan documents.
• 401k Rollover options from a previous employer plan are immediately available and encouraged.
• We offer Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance - the employee is responsible for this expense for coverage if elected.
• Group Health Insurance
• Health Savings Account (HSA)
• Education Reimbursement - 5k lifetime allowance
• Financial planning
• Personal tax return preparation up to $1,250.00 annually
• PTIN Renewal for Tax Preparers
• All continuing education
• Incentive for earned credentials
• Study assistance program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level