Jr Financial Consultant

Job Description

Job Description

Description

Location : Dayton, OH

Reports To : Chief Operating Officer & Senior Consultant

Industry : Fiduciary Consulting / Retirement Plan Advisory

Compensation : Commensurate with experience, employee-owned structure

About the Company

This independent, employee-owned consulting firm has served retirement plans, foundations, and other institutional clients for over 35 years. They provide unbiased fiduciary guidance, focused on investment policy, vendor oversight, compliance, and governance. With a commitment to flat-fee consulting with transparent details, the firm is built on trust, objectivity, and long-term relationships.

Position Summary

We’re hiring a Consultant with strong business management experience who is eager to learn and grow within the fiduciary consulting space. Financial services experience is not required . We're looking for someone organized, professional, and motivated to make a difference for clients.

This role includes a blend of relationship management, project coordination, report creation, and client support. You’ll work closely with leadership and analyst teams to support a wide range of institutional clients.

Key Responsibilities

Client Support & Consulting Services

• Assist in the preparation of quarterly reports, client presentations, and investment monitoring materials.
• Help interpret data and convey findings.
• Participate in client calls and meetings, offering logistical and strategic support.

Project & Vendor Management

Process & Governance Support

Learning & Development

Qualifications

Proficiency in Excel, PowerPoint, and general reporting tools.

Note : Financial services or investment experience is not required. We provide the industry training and mentorship you’ll need.

Why Join Us