About Us:

C.H. Dean, LLC is a boutique financial planning and wealth management firm offering holistic financial planning, investment management, accounting, and business advisory services. Founded in 1965 by Chauncy Dean, the firm has evolved from a local CPA practice into a comprehensive wealth management organization serving individuals, families, and businesses.

 

Position Description:

We are seeking an Associate Advisor to join our dynamic team. This role offers an excellent opportunity for an individual who is passionate about financial planning, investments, and building long-term client relationships. As an Associate Advisor, you will play a key role in supporting the Client Relationship Team and assisting in the delivery of financial advice to clients. You will gain valuable experience while working closely with seasoned professionals in a collaborative environment. 

 

Key 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.

 

Skills & Experience:

  • Bachelor’s degree in finance, accounting, economics, or 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. Experience with financial software or client management tools is a plus.  
  • Strong time management and organizational abilities, with the capacity to handle multiple tasks and meet deadlines.

 

Working Hours:

This is a full-time position with hours from 8:00 AM to 5:00 PM, Monday-Friday.

 

How to Apply:

Interested candidates are encouraged to apply.  Please submit your resume and a brief cover letter to Cory D. D. Miller cdm@chdean.com – No calls please.

 

Join our team and be a part of a supportive and dynamic work environment!  C.H.Dean, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.