AHC Advisors, Inc. is a growing fee-only wealth management and financial planning company with offices in St. Charles, IL and Des Moines, IA. AHC specializes in helping both individuals and institutions to achieve their financial goals.
AHC seeks to develop deep, long-lasting customer relationships with our customers and we look to do the same with our employees. Future employees will find an environment that is supportive, collaborative and highly ethical. Although growing we plan to maintain a small office culture.
Responsible for managing the daily activities within the operations department, which include investment trading, billing, reporting, managing new account opening process, client requests (wire, ACH), create/continually improve office procedures, develop, oversee, and maintain company processes, and manage general office operations and systems.
Qualifications include minimum of 3 years’ experience in investment management, RIA, and/or financial advisory service operations, Bachelor’s Degree in business, accounting, finance, or economics, proficient with software and Office products.
Business Development Officer
Responsible primarily for developing new business, with relatively little responsibility (less than 10% of their time) for managing client relationships, providing advice, or servicing clients. Responsible for sales, marketing strategy and implementation, PR, and outreach.
Qualifications includes 5+ years’ experience, with demonstrated results in business development and sales, Bachelors from accredited college or university, Series 65, CFP (preferred), experience with CRM, email drip software, social media and Office products.
Responsible for developing new business, managing existing client relationships, nurturing a relationship with new clients, and working with and/or supervising other staff in client service delivery.
Qualifications include minimum of 3 years’ experience in investment management and/or financial advisory services with a demonstrated ability to nurture and manage client relationships, Bachelor’s degree from an accredited college or university; CFP® designation (preferred), Series 65, proficiency in planning and investment software, Office products.
If you are interested, please submit a cover letter describing yourself and what attracts you to the position along with your resume. Please email email@example.com and place the contents of your letter and resume into the body of the email. We do NOT accept email attachments nor phone calls.
AHC Advisors is an Equal Opportunity Employer. Candidates may be required to pass a drug test and background check. AHC Advisors is a Registered Investment Adviser, subject to SEC regulation, and requires all employees to disclose securities holdings and transactions. Candidates are encouraged to request further information regarding these policies.