Careers With Chartwell Financial Advisory, Inc.

At the core of Chartwell’s success has always been, and continues to be, our dedicated and hard working people. We make it a priority to offer competitive salaries and benefits, training and professional development opportunities, plus a great culture.

We also offer summer internships in our Minneapolis office! Learn more about Chartwell's finance internship opportunities.

Open Positions

Analyst - Portland Office
Description

The primary focus of the Analyst position is to assist Chartwll with client execution.  This position requires the Analyst to develop a broad understanding of valuation and corporate finance theory, valuation and corporate finance processes and methodologies used by Chartwell, and a detailed working knowledge and expertise with Chartwell’s proprietary financial models.

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Posted 4/18/18

Basic Qualifications
  • 4 year undergraduate business degree with focus in finance or accounting
  • Knowledge of corporate finance theories and financial modeling
  • Proficient verbal and written communication skills
  • Advanced experience in MS Excel, Word, and PowerPoint
  • Experience with multitasking efficiently and accurately with little oversight
  • Acute attention to detail and a dedication to providing high quality work products
Location
Portland, OR

Open Positions

Marketing Manager
Description

The Marketing Manager is responsible for building and enhancing Chartwell’s brand and solutions within the marketplace by working with the senior leadership team in creating and implementing both a firm-wide marketing plan and business development strategy, as well as assisting in the development and execution of tactical level plans to create awareness and obtain new firm business.  

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Posted 1/9/18

Basic Qualifications
  • Demonstrated experience, skills, and knowledge in designing and executing a firm-wide, coordinated marketing plan for a multi-practice area and multi-location firm
  • Minimum ten years of experience in marketing for a professional services firm, preferably in the financial services sector
  • Strong creative, strategic, analytical, organizational, and inter-personal skills
Location
Minneapolis, MN