What are the responsibilities and job description for the Financial Planning Advisor position at DBHW Wealth Partners?
Required Skills and Qualifications
To be successful in this role, the Service Advisor will require:
- 7-9 years of experience in an advisor role
- Associate's degree preferred
- Series 63, 65, and 66 certifications preferred
- Series 7 certification preferred
- Certified Financial Planner (CFP) certification preferred
