Current Openings

Thank for your interest in working with Dunham & Associates.



Apply for a specific Career Opening by clicking the Apply button at the bottom of each job posting or by sending your resume and a cover letter to resumes@dunham.com. When sending your resume, please include the position title in the subject line, and attach a copy of your resume in MS Word or PDF formats.

If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.



Marketing Communications Associate

Client Services Associate - Mutual Fund Wholesaler

Future Career Opportunities

Marketing Communications Associate

Department Dunham & Associates
Career Type Full Time
Posted 5/12/2020

Description

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 Broker/Dealer 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 to financial advisors and their clients.

ABOUT YOU
As the Marketing Communications Associate, your primary responsibility will be to manage all aspects of the Dunham Blog. This includes; promoting, writing, and editing. You will be expected to produce one blog article a week as well as increase our subscriber count. To perform this job successfully, you must have the drive to succeed, a positive attitude, and a love for achieving goals.

ESSENTIAL FUNCTIONS:

  • Develop, post, and maintain the Dunham blog - targeting financial advisors and populating it with both original content and content from various other contributors;
  • Establish relationships with external bloggers and online centers of influence within the financial industry;
  • Produce, maintain, and proofread all company marketing collateral including brochures, campaign materials, and presentations;
  • Develop and update timely and appropriate content for the website;
  • Write all press releases and outside communications;
  • Develop and maintain editorial standards for the Company;
  • Coordinate with compliance and legal staff for regulatory purposes;
  • Other duties and responsibilities as needed.

REQUIREMENTS:

  • Bachelor’s degree in Marketing, English, or Communications (or relevant experience);
  • 1-2 years of experience (including internships);
  • Knowledge of Chicago and AP style manuals;
  • Working knowledge of graphic design software, including Adobe InDesign and Photoshop;
  • Excellent oral and written communications skills;
  • Experience with print, branding, and typography;
  • Must be able to work under intensive deadlines with frequent interruptions and complete highly detailed work on multiple, concurrent tasks;
  • Knowledge of financial services industry and ability to write about relevant issues and topics is HIGHLY preferred.

At least one writing sample will be required if you progress to the interview stage.

 

Client Services Associate - Mutual Fund Wholesaler

Department Dunham & Associates
Career Type Full Time
Posted 3/26/2020

Description

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 Broker/Dealer 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 Client Services Associate, you will be responsible for managing new and existing accounts from opening to asset investment, and further maintenance of accounts as required. This position acts as the main “problem solver” for account problems and client inquiries, and it entails significant interface with both clients and financial advisors via phone and other electronic media. Extreme professionalism is required at all times. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for providing excellent customer service.

ESSENTIAL JOB FUNCTIONS

Execute mutual fund trade requests and portfolio rebalancing requests with financial clients;

  • Discuss investment advisory products and platforms with existing and prospective clients;
  • Set up, review, and verify new accounts;                            
  • Filter account maintenance requests for the operations department for setup and input;
  • Work across various internal groups. i.e. Analysts, Sales, and Operations to accomplish daily tasks and ongoing projects;                                                            
  • Facilitate point of contact resolution of priority requests and customer problems;            
  • Provide clients and financial advisors with account information;                                               
  • Facilitate timely, accurate, and efficient mutual fund transactions;                                          
  • Work closely with financial advisors to keep them updated on progress and resolution of client issues/requests;                                                                                            
  • Serve as quality control point to ascertain that all paperwork, policies, and procedures for customer requests have been adhered to in accordance with all compliance requirements;         
  • Use online resources to capture and provide appropriate customer data;
  • Support other departments with campaigns and projects.         
REQUIREMENTS
  • Bachelor’s degree, preferably in business or finance;
  • Current FINRA Series 7 and 65/66 license or willingness to complete within designated timeframe;
  • Minimum 2 years of experience working in a client service environment, preferably in the financial services industry;
  • Proficiency in Microsoft Office;
  • Excellent organizational and interpersonal skills;
  • Ability to contribute and thrive in a team-based setting.

 

Future Career Opportunities

Department Dunham & Associates
Career Type Full Time
Posted 10/10/2018

Description

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