What are the responsibilities and job description for the Financial Services Professional position at DBHW Wealth Partners?
About the Role
The Service Advisor will be responsible for a wide range of duties, including preparing financial plans, conducting account analysis, and maintaining current client relationships. This role requires excellent communication and interpersonal skills, as well as the ability to work independently and as part of a team.
- Prepare and update financial plans for clients
- Analyze client accounts and provide recommendations for investment strategies
- Maintain strong relationships with existing clients and identify opportunities for growth
