Current Openings

FINANCE INDUSTRY - ENTRY LEVEL

REGIONAL SALES ASSOCIATE

Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

As a Regional Associate, you will be responsible for working with our Regional Marketing Associates (internal wholesalers) and Regional Directors (external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial sales.

This is a great entry-level opportunity; working onsite in the San Diego office is a requirement.

Essential Functions:

• Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars.
• Schedule Regional Director’s appointments to ensure productive sales days.
• Follow-up on new leads and referrals resulting from field activity.
• Work with Regional Marketing Associates to prepare sales proposals and presentations.
• Update and maintain Salesforce client information.
• Handle incoming phone calls and requests for information, sales and marketing materials, and hypothetical illustrations.
• Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period of time is required for continued employment) and learn the financial wholesaling business.
• Back-up other Regional Marketing Associates as needed before/after hours and when they are away from the office.

Requirements:

• Bachelor’s degree in business, finance, or related degree
• Evidence of academic excellence and a passion for learning
• Computer proficiency in Microsoft Office 365 suite
• Excellent verbal and written communication skills to educate and influence sales
• Must be extremely motivated and willing to learn
• Strong technical and analytical skills
• Strong attention to detail with great organizational skills
• Ability to prioritize multiple projects and responsibilities
• Ability to think and work independently as well as in a team environment
• Self-starter with strong work ethic, enthusiasm, and ability to energize others
• Ability to develop and manage successful internal and external relationships

Graphic Designer/Video Producer Internship (Paid)

You're a Graphic Designing Video Producing wiz, always looking for new tricks and techniques. You’re not afraid of diving into new technology and new ways to get through to your audience, while passionate about emerging industries, brands, and design trends.

This is a great entry level opportunity into the financial services industry which could lead to full time employment.  This position is onsite in our San Diego office (805 & Mira Mesa Blvd).

What We Are Looking For

• Knowledge of graphic design and/or video production.
• Familiarity with analytical and database tools and if not familiar then must be a quick learner.
• Excellent written communication and positive attitude.
• Strong dedication to the job with good organizational skills.
• An ability to work under tight deadlines and ask for help when in need.
• A sense of ownership and pride in your performance and its impact on the company's success.
• Someone that is comfortable using Windows 10 as their operating system.

Responsibilities

• Conduct video shoots
• Perform day-to-day graphic design-related tasks.
• Produce both digital and printed material, as instructed.
• Collaborate with a team to produce corporate illustrations.
• Support video production tasks, such as editing, shooting, and location hunting.
• Demonstrable video editing or video creation.
• Generate creative and original video ideas.
• Establish creative concepts and mood boards to share the vision with the team
• Craft creative briefs to guide the shooting process.
• Develop and manage against a production schedule.
• Conduct pre-shoot planning.
• Source and secure resources needed for the shoot, including assistants, talent, finances, props, and locations.
• Prepare post-shooting materials or guidelines for candidates to follow, post-production editing plus weather, call sheet, shoot schedule.
• Share footage with the team.
• Edit video based on approved post-production revisions.
• Deliver video assets to the team for use in brand communication efforts.

Requirements

• Associate’s/Bachelor’s degree or equivalent in Graphic Design, Video Production, Interactive Media/Design, Digital Arts/Media, or a related field.
• Able to move quickly and perform well under tight deadlines while keeping a positive attitude.
• Professional, autonomous, proactive, highly motivated, and well organized.
• Ability to receive feedback and direction constructively.
• Excellent verbal, written, and visual communication skills.

Experience

• Graphic Design: 1 year (Preferred)
• Video Production: 1 year (Preferred)
• Adobe Creative Suite: 1 year (Preferred)
• Adobe Illustrator: 1 year (Preferred)
• Adobe Photoshop: 1 year (Preferred)

About Us

Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

What We Offer

• Undergo internal and external training to develop skills.
• Professional marketing training available upon hire.
• Professional mentorship to specialize in a marketing field.
• Corporate compliance and industry training offered.
• Friendly and professional working environment.
• Free snacks and drinks.

Please be prepared to provide examples that showcase applicable skills.

We look forward to hearing from you!

REGIONAL SALES ASSOCIATE

Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

As a Regional Associate, you will be responsible for working with our Regional Marketing Associates (internal wholesalers) and Regional Directors (external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial sales.

This is a great entry-level opportunity; working onsite in the San Diego office is a requirement.

Essential Functions:

• Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars.
• Schedule Regional Director’s appointments to ensure productive sales days.
• Follow-up on new leads and referrals resulting from field activity.
• Work with Regional Marketing Associates to prepare sales proposals and presentations.
• Update and maintain Salesforce client information.
• Handle incoming phone calls and requests for information, sales and marketing materials, and hypothetical illustrations.
• Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period of time is required for continued employment) and learn the financial wholesaling business.
• Back-up other Regional Marketing Associates as needed before/after hours and when they are away from the office.

Requirements:

• Bachelor’s degree in business, finance, or related degree
• Evidence of academic excellence and a passion for learning
• Computer proficiency in Microsoft Office 365 suite
• Excellent verbal and written communication skills to educate and influence sales
• Must be extremely motivated and willing to learn
• Strong technical and analytical skills
• Strong attention to detail with great organizational skills
• Ability to prioritize multiple projects and responsibilities
• Ability to think and work independently as well as in a team environment
• Self-starter with strong work ethic, enthusiasm, and ability to energize others
• Ability to develop and manage successful internal and external relationships

REGIONAL ASSOCIATE

Dunham & Associates Investment Counsel, Inc. ("Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned Registered Investment Adviser and Broker/Dealer. Member FINRA/SIPC, helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

As a Regional Associate, you will be responsible for working with our Regional Marketing Associates (internal wholesalers) and Regional Directors (external wholesalers) to learn the financial wholesaling business, pursue your FINRA SIE, Series 7 and Series 66 licenses, and maximize territorial sales.

This is a great entry-level opportunity; working onsite in the San Diego office is a requirement.

Essential Functions:

• Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars.
• Schedule Regional Director’s appointments to ensure productive sales days.
• Follow-up on new leads and referrals resulting from field activity.
• Work with Regional Marketing Associates to prepare sales proposals and presentations.
• Update and maintain Salesforce client information.
• Handle incoming phone calls and requests for information, sales and marketing materials, and hypothetical illustrations.
• Study for FINRA SIE, Series 7 and 66 exams (passing exams within a specified period of time is required for continued employment) and learn the financial wholesaling business.
• Back-up other Regional Marketing Associates as needed before/after hours and when they are away from the office.

Requirements:

• Bachelor’s degree in business, finance, or related degree
• Evidence of academic excellence and a passion for learning
• Computer proficiency in Microsoft Office 365 suite
• Excellent verbal and written communication skills to educate and influence sales
• Must be extremely motivated and willing to learn
• Strong technical and analytical skills
• Strong attention to detail with great organizational skills
• Ability to prioritize multiple projects and responsibilities
• Ability to think and work independently as well as in a team environment
• Self-starter with strong work ethic, enthusiasm, and ability to energize others
• Ability to develop and manage successful internal and external relationships

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Thank you!

Human Resources