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Private Client Associate

Employer
DF Dent & Company, Inc.
Location
Baltimore, Maryland
Salary
Dependent upon experience, competitive salary, bonus, paid healthcare and profit sharing
Closing date
Mar 24, 2024

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

Job Details

 

Client Relationship Associate Job Description

DF Dent is looking for an individual to join our Private Client team as a client relationship associate. The ideal candidate should have an interest in and beginning knowledge of investment management, asset allocation, portfolio construction, portfolio management, investment research, and trading. An interest in and understanding of private client issues such as investments, retirement savings strategies, wealth preservation, taxes, and investment implications of trust and estate plannings is also desired.

The opportunity requires an individual who (a) is detail oriented, (b) is resourceful, (c) has a history of displaying sound judgment, (d) seeks intellectual challenges, (e) is highly ethical, and (f) desires to develop long-term relationships with clients built on trust. 

We are seeking a candidate with excellent written, oral, and digital communication skills, strong quantitative skills, and experience working with or the ability to learn portfolio management software (e.g., Advent APX) and financial planning software (e.g., eMoney). This job could be appropriate for CFP candidates seeking experience hours.

Our goal is to hire an individual who can do the following things:

  • Assist client relationship managers in working with individual clients. Assist client relationship managers in building portfolios based on internal models that cater to clients’ specific needs. Develop and maintain strong long-term relationships with clients with regular touchpoints and an aim to help with anything they need.  This could be anything from fielding everyday financial questions or more complex asset allocation questions to be addressed with the assistance of the client relationship manager. Assist in preparation of client materials, including client presentations and client reporting. Ultimately lead and manage this process for our private client accounts. Understand our investment process and holdings for both equity and fixed income securities, and eventually be able to communicate our strategy to clients. Keep up to date with financial news and markets to discuss these topics with clients. Assist in enhancing and improving our private client service offering. Take on additional ad hoc projects and run with them from start to finish.

Qualities/Characteristics we are looking for:

  • Strong interpersonal skills with the ability to build relationships and get along with various types of people. A problem solver who is proactive and has the ability to both work independently and as part of a team. A strong work ethic and an interest in helping clients achieve their goals.

Job responsibilities:

  • Work closely with client relationship managers and portfolio managers with a goal of helping them on existing relationships. Assist the client relationship manager in managing client accounts with respect to the following: monitor accounts based on our model, compliance with investment program, managing cash needs, and managing capital gains and taxes based on individual client situations. Use financial planning software and tools to provide analysis and financial plans for private clients. Assist in preparing and updating materials for client meetings or regular client reporting, eventually leading and managing this process for our private clients.

Salary and Benefits

Compensation will be competitive and commensurate with a candidate’s qualifications and experience. Compensation also includes generous benefits and a discretionary bonus including:

  • Employer paid Profit Sharing Plan. Employer paid Medical Insurance premiums. Employer paid parking in office garage. Employee option for Health Care Savings Accounts.

DF Dent is an equal employment opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment and perform pre-employment background checks.    

To apply for this opportunity, please send your resume, cover letter and any relevant materials to brooke@dfdent.com.

 

Company

DF Dent and Company, Inc. has been offering independent investment advice for over 40 years. Since Dan Dent founded the firm in 1976, the team has grown to fourteen investment professionals. Our professionals come from various investment backgrounds with diverse professional experience. DF Dent is 100% employee-owned and committed to remaining independent. DF Dent prides itself on its strong corporate culture. The values, work ethic, and commitment to our clients are shared by all of our employees. Our clients’ success is a result of a true team approach, where each voice is heard and every opinion matters. Every employee is treated with respect and given the tools they need to succeed.

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