7d+
Dunham & Associates Investment Counsel, Inc. | Reno, NV
Take ownership of internal audits and quarterly custody audits; Identify inefficiencies and implement new procedures; Manage Operations staff and workflow;...
Bachelor's degree strongly preferred or or Bachelor's degree in Business 5-7 years of trust operations experience
7d+
Dunham & Associates Investment Counsel, Inc. | Henly, TX
This professional should have strong financial advisor relationships in the independent channel offering them innovative asset management investments, fee...
Bachelor's degree Associate Level Travel Required 5 years experience
7d+
Dunham & Associates Investment Counsel, Inc. | Reno, NV
Professional license (CTFA, CFP, CPA preferred). Collaborate with clients’ advisors, including attorneys and accountants, to develop and implement a...
Bachelor’s degree required or graduate degree (J Travel Required 5 years experience