Job Description

🚀 Jumpstart your career in finance with our entry-level Analyst I position! As part of our dynamic team, you'll provide top-notch client service by answering questions, assisting with fund transfers, and maintaining CRM information. You'll gain hands-on experience by attending client meetings, preparing reports and presentations, and entering data into financial planning software. Additionally, you'll support senior team members by creating financial plans and preparing materials for client meetings. We seek someone with 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 become a licensed Financial Professional. If you're passionate about finance, eager to learn, and ready to make a difference, apply now and embark on an exciting journey with us!

About Us

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.

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. This position is an in-office role, requiring prolonged periods of sitting or standing at a desk and working on a computer. 

Duties/Responsibilities: 

 Client Service

• 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

Analytical Support 

• 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 

General Support

• 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
• Assists clients with eMoney, creating Financial Plans, working on Tax inputting of data, and handling misc. tasks helping the Wealth Division.

Required Skills/Abilities: 

• 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 

Education, Experience, and Licensing: 

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. 

Internships or relevant work experience preferred. 

Physical Requirements:

Prolonged periods sitting or standing at a desk and working on a computer. 

This position is an in-office position.

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.

DBHW Wealth Partners is an Equal Opportunity Employer

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