Dbhw Wealth Partners
Wealth Intern (Fall 2026)
South Milwaukee, WI · Intern · Internship
Sponsorship not specified$16k-$40kDetected 6 days ago
Financial ModelingExcelTaxResearchProblem SolvingMentoringMicrosoft Office
About the role
- We aim to offer knowledgeable advice through our experience.
- Assist in preparing financial plans, investment strategies, and client presentations.
- Gain exposure to the day-to-day operations of wealth management.
Responsibilities
- Work alongside experienced financial advisors and support teams to understand client needs and develop tailored financial solutions.
- Perform market research and analysis to identify trends and opportunities.
- Collaborate on special projects aimed at improving client experience and operational efficiency.
- DBHW Wealth Partners is an
Compensation
- $16k-$40k
Company info
- About DBHW Wealth Partners DBHW 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.
- 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.
- https://www.dbhwwealthpartners.com/our-team
Equal opportunity
- Equal Opportunity Employer
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