Wealth Admin - South Milwaukee - DBHW Wealth Partners

    DBHW Wealth Partners
    DBHW Wealth Partners South Milwaukee

    2 days ago

    Description

    Job Title: Wealth Administrator

    A highly organized wealth administrator will support financial advisors in managing client accounts with excellent communication and organizational skills.

    • Supporting Financial Advisors:
    1. Maintain accurate records of client interactions;
    2. Budgeting for clients;

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