Analyst I

🚀 Jumpstart your career in finance with our entry-level Analyst I position! As part of our dynamic team, youll provide top-notch client service by answering questions, assisting with fund transfers, and maintaining CRM information. Youll gain hands-on experience by attending client meetings, preparing reports and presentations, and entering data into financial planning software. Additionally, youll 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 Bachelors degree in Finance, Accounting, Economics, or a related field is required, along with a willingness to become a licensed Financial Professional. If youre passionate about finance, eager to learn, and ready to make a difference, apply now and embark on an exciting journey with us!About UsDBHW 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 informationFills 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 requestsMaintains information in the CRM systemSets up and retrieves reports in the portfolio management systemAssists in generating performance reportsAnalytical SupportAttend client meetings and take extensive notesAnalyzes client information and prepares reports and presentationsEnters 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 informationResearch investment managers and investment services and their pricingGeneral SupportSupports 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 analysisStrong quantitative and analytical abilitiesProblem-solving skills and attention to detailStrong written and verbal communication skillsAbility to present financial information in a clear and concise mannerEffective interpersonal skills for collaboration with team membersTime management and ability to prioritize tasksAttention to detail and accuracy in financial reportingAbility to handle multiple projects and deadlinesTeam-oriented mindset and ability to work collaborativelyFlexibility and adaptability in a dynamic work environmentPositive attitude and willingness to learn and develop new skillsEducation, 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.BenefitsAs 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

Created: 2025-02-22