What are the responsibilities and job description for the Wealth Management Associate position at DBHW Wealth Partners?
Responsibilities
The Service Advisor will be responsible for the following key responsibilities:
- Preparing and updating financial plans for clients, including gathering information and ensuring accuracy in financial planning systems
- Working with Lead Advisors/Managing Directors to discuss, review, and finalize financial planning assumptions and design decisions
- Developing asset allocation strategies and implementing portfolios in accordance with client goals and risk tolerance
