C.H. Dean, LLC ยท 1 day ago
Associate Advisor
Dayton, OH
Full-time
Onsite
Entry Level
1+ years expC.H. Dean, LLC is seeking an Associate Advisor to join their dynamic team. This role focuses on supporting the Client Relationship Team in delivering financial advice and building long-term client relationships.
Financial ServicesService IndustryWealth Management
Hiring Manager
Cory D. D. Miller
Responsibilities
Assist senior advisors in preparing for client meetings by gathering necessary financial data, creating reports, and assisting with follow-up communications
Support advisors with investment research, portfolio analysis, and the development of retirement plans, cash flow projections, and other financial strategies
Help create presentations and materials for client meetings and ensure that all necessary documentation is prepared and organized
Work closely with other team members, including advisors, investment strategists, and members of the Client Relationship Team, to provide seamless support and build client relationships
Assist in tracking client portfolios, preparing performance reports, and communicating updates and recommendations to clients as needed
Provide support for light tax preparation and compliance tasks, including organizing tax documents, assisting with data entry, and coordinating information with the tax team to support accurate and timely filings
Work with 401(k) participants to help field questions and direct calls to appropriate parties
Qualification
Required
Bachelor's degree in finance, accounting, economics, or a related field
At least 1+ years of related industry experience is preferred, though we will consider candidates with strong analytical skills and relevant backgrounds
Strong interest in pursuing a career in financial planning and wealth management, with a willingness to continuously develop knowledge of financial products, investments, and strategies
Ability to work with numbers, perform basic financial analysis, and understand financial statements
Strong attention to detail and ability to organize and manage multiple tasks efficiently
Excellent communication skills, both written and verbal, with the ability to interact with clients and team members professionally and effectively
Comfortable using Word, Excel, PowerPoint, and Outlook
Strong time management and organizational abilities, with the capacity to handle multiple tasks and meet deadlines
Preferred
Experience with financial software or client management tools is a plus
Company
C.H. Dean, LLC
As a Dayton, OH-based wealth management firm, we work with clients to seamlessly orchestrate the complexities of their financial world in a highly personalized manner so that they can confidently live the life they envision today and in the future.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Stephen M. Miller
President & CEO
Debra E. Rindler
Executive Vice President, Chief Financial Officer and Chief Compliance Officer
Company data provided by crunchbase