Career Opportunity as Financial Advisor

Future Financial Advisor

About Dean Financial

At Dean Financial, we help individuals, families, and businesses secure their financial futures with personalized strategies and total transparency. Led by Justin Dean with over 20 years of experience, our independent fiduciary advisory and wealth management firm is dedicated to providing "Wealth Management with Peace of Mind". We are located in Hickory, NC—consistently recognized as a U.S. News Top-30 Best Place to Live in America.

Position Overview

We are expanding our operations to better service our growing client base. We are seeking a motivated, detail-oriented Paraplanner / Financial Planning Associate to support our Lead Advisor and Client Care Team. Candidates should have a good working knowledge of retirement, insurance, and wealth management platforms, with a passion for delivering exceptional client care.

How You Will Make an Impact

Financial Planning & Analysis: Prepare financial summaries, analysis, and draft plans for clients.

Appointment Preparation: Help prepare client files and reports ahead of upcoming meetings.

Team Coordination: Work with the Client Care Team to coordinate paperwork and information needed for client meetings.

Follow-Through: Follow up on all action items in a timely, thorough manner.

Case Research: Conduct research on client needs and suitable financial solutions on a case-by-case basis.

Account Servicing: Support new account openings, process account applications, and manage monetary transfers.

Client Care: Provide exceptional, responsive client service while receiving and responding to client requests each day.

What We Are Looking For

Background: Concentration or degree in Financial Planning, Finance, Accounting, Business, or Economics encouraged.

Experience Level: Students and early-career professionals welcome.

Technical Skills: Proficiency in Microsoft Office, specifically Word, Excel, and PowerPoint.

Communication: Excellent written and verbal communication skills.

Personal Attributes: A self-motivated, detail-oriented, and highly organized individual who thrives working independently and as part of a team.

Licensing & Designations: Series 65 required (or commitment to study for/pass exams for Series 65, Series 7, or Series 66). Progress toward or interest in designations like CFP® or CRPC® is a plus.

Why Join Us?

Hands-On Experience: Gain real client work experience alongside a fiduciary advisory team.

Mentorship: Learn directly from experienced advisors with over 20 years in wealth management.

Growth Path: Get a foot in the door to build a career in financial planning.

Great Location: Based in beautiful, vibrant Hickory, NC.

To Apply

Please submit your résumé and cover letter directly through Handshake or email them to info@deanfinancial.com.