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C.H. Dean, LLC

Junior Financial Planner & Client Advisor

C.H. Dean, LLC, Dayton, Ohio, United States, 45444

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A financial planning firm in Dayton, Ohio is seeking an Associate Advisor to join their dynamic team. This full-time role involves assisting senior advisors in preparing for client meetings, supporting investment research, and managing documentation. Ideal candidates will have a Bachelor’s degree in finance or a related field, some industry experience, and excellent communication and organizational skills. This position offers valuable exposure to financial planning and opportunities for professional growth. #J-18808-Ljbffr