Associate Advisor

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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.

• Assists 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.

• 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. 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.

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

Interested candidates are encouraged to apply. Please submit your resume and a brief cover letter to Cory

D.

D. Miller  
No calls please.

C.H.Dean, LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.