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If your qualifications and stated interests are a good fit with a future open position, we will be sure to give you a call.
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 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 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 JOB FUNCTIONS
Bring your drive and a great attitude to Dunham & Associates, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity. Additionally, you will receive a base salary and be eligible for our generous commission program.
As an internal mutual fund wholesaler, you will be responsible for making daily sales phone calls to your territory with the goal of increasing sales through partnerships with external wholesalers. To perform this job successfully, the ideal candidate must have the drive to succeed, a positive attitude, and a love for achieving goals. This position requires your in-office presence, and we cannot accommodate working from home.
This position has a clearly defined career path, and we will invest the time and resources to train you.
Some of the duties of the internal wholesaler (Regional Marketing Associate) position include:
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.