Analyst

Analyst DH Financial & Insurance Services Upland, CA Job Details Full-time $65,000 - $85,000 a year 1 day ago Benefits Profit sharing Health insurance 401(k) Paid time off 401(k) matching Professional development assistance Qualifications Investment Teamwork Microsoft Excel Series 7 Bachelor's degree Life & Health Insurance License Full Job Description Analyst Associate Turning Insight into Impact In-Office | Upland, CA About Us & The Opportunity At DH Financial , we believe financial planning is more than numbers — it's about clarity, confidence, and lasting impact . We serve families, professionals, and business owners through thoughtful planning and a collaborative, team-based approach.

To learn more, watch: • Our Foundation • How Do We Serve Our Community We're growing and seeking an Analyst Associate who wants to turn data into strategy, deepen technical and planning skills, and build a long-term career toward becoming a financial advisor. What You'll Do As an Analyst Associate, you'll be the architect behind the plan .

You'll:

Build financial models and client deliverables that empower advisors to lead impactful conversations. Support client planning preparation and deliverables across DHF's financial planning software suite (eMoney, Holistiplan, Zocks, Salesforce, Envestnet). Prepare insurance and investment illustrations, projections, and quarterly reviews. Collaborate across the team — from client service associates to partners — to ensure seamless execution. Shadow client meetings and gradually begin leading segments as your confidence grows. Who You Are You're detail-driven, curious, and ready to learn from top advisors. You thrive in a fast-paced, professional environment and want to grow your financial planning skills under experienced mentors. Ideal Qualifications Bachelor's degree in Finance, Accounting, Economics, and/or related field Progress toward completion or Active Life & Health License , SIE , Series 7 & 66 Progress toward, or interest in, CFP®, CPA®, CFA®, or ChFC® designation Strong command of Excel, PowerPoint, Google Suite, financial software, etc. Excellent written and verbal communication A genuine desire to serve clients and be part of something bigger than yourself Why You'll Love Working Here Collaborative, growth-minded culture — we live by Humble, Hungry, and Smart Clear career path to Associate Financial Advisor and beyond — with variable compensation beginning once managing $200K in assigned revenue. Competitive base salary ($65,000-$85,000 based on experience) plus quarterly team bonus 401(k) match, profit-sharing, professional development support, and PTO benefits Purposeful, mission-driven work helping families achieve financial freedom At DH Financial, your work builds confidence — for clients, for your team, and for your own career.

Job Type:

Full-time Pay:

$65,000.00 - $85,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance

License/Certification:

Life & Health Insurance License (Preferred) Series 7 (Preferred) Series 66 (Preferred)

Work Location:

In person