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Wealth Management Consultant
2 months ago
Are you a seasoned Financial Advisor seeking to collaborate with a firm that enables you to envision your future and define success on your own terms? At Hunter Recruitment Advisors, we prioritize your professional growth and independence.
About Us:
Hunter Recruitment Advisors is a distinguished wealth management firm dedicated to assisting individuals and organizations in managing, preserving, and enhancing their financial resources. Our mission is to guide our clients towards achieving and maintaining financial autonomy. Our team embodies core values such as Relationships, Integrity, Passion, and Knowledge.
Why Choose Hunter Recruitment Advisors:
- Enjoy the freedom of independence—our firm empowers you to craft your own path to success.
- Competitive compensation structures.
- Comprehensive transition support and resources.
- Collaborate with a reputable brand alongside experienced professionals and industry leaders.
- Be part of a supportive and inclusive workplace that values your input.
- A genuine passion for financial advising with a thorough understanding of client needs.
- Proficient knowledge of financial planning, investment vehicles, and market dynamics.
- Outstanding communication and interpersonal abilities.
- Capability to interpret complex financial data and convey recommendations clearly.
- Detail-oriented mindset with the ability to work autonomously and collaboratively.
- Strong technical skills (Excel, Word, LPL reporting systems, RedTail CRM).
- Commitment to the core values and principles of our firm.
- A minimum of 5 years of experience in financial advising with an established client base.
- Willingness to pursue the CFP designation.
- Series 7 license is preferred but not mandatory.
- Aiming to work towards the CDFA designation.