DBHW Wealth Partners · 21 hours ago
Wealth Admin
South Milwaukee, WI
Full-time
Onsite
New Grad, Entry LevelDBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction. As a Wealth Admin, you will support financial advisors and ensure seamless client service by managing client accounts and maintaining operational efficiency.
AccountingFinanceFinancial ServicesWealth Management
Responsibilities
Assist financial advisors with client onboarding, account setup, and documentation processing
Manage and maintain client records, ensuring compliance with regulatory requirements
Coordinate and process investment transactions, fund transfers, and account maintenance requests
Serve as a primary point of contact for client inquiries, providing prompt and professional support
Prepare reports, statements, and other materials for client meetings
Collaborate with internal departments to streamline processes and improve workflow efficiencies
Stay up to date with industry regulations, firm policies, and financial products
Qualification
Required
Excellent verbal and written communication skills with the ability to manage sensitive client interactions with professionalism and empathy
Detail-oriented with strong organizational skills and the ability to manage multiple tasks efficiently
Ability to think critically and problem solve effectively
Proficiency in CRM systems, financial software, and Microsoft Office Suite
Ability to work both independently and collaboratively in a fast-paced environment
Preferred
Bachelor's degree in Finance, Business Administration, or related field preferred
Years of experience in financial services, wealth management, or client service roles preferred
Strong knowledge of financial products, retirement accounts, and industry regulations preferred
Benefits
Paid time off - starting at 120 hours each calendar year
401k Employee Retirement Savings Plan will be available after 6 months of employment and a minimum of 1000 hours
401k Employer Contribution begins on the 1st day of the quarter following six (6) months of employment with the firm
401k Rollover options from a previous employer plan are immediately available and encouraged
Dental, Vision, Long-Term Disability, Voluntary Life Insurance, Critical Illness, and Accident Insurance
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
Company
DBHW Wealth Partners
Providing the support and advice to help you navigate a lifetime of opportunities.
Founded in 1989
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Lisa Pugel, EA, IAR
CEO
Company data provided by crunchbase