Financial Planning Specialist
2 weeks ago
Are you a seasoned Financial Advisor looking to collaborate with a firm that encourages you to craft your own vision of success? At Hunter Recruitment Advisors, we are dedicated to your professional growth and independence.
As a Financial Advisor with Hunter Recruitment Advisors, you will benefit from a supportive team with extensive experience across various sectors. Our commitment is to help you evolve into the professional you aspire to be.
About Us:
Hunter Recruitment Advisors is a reputable wealth management firm focused on assisting individuals and organizations in managing, safeguarding, and enhancing their financial resources. Our mission is to empower our clients to achieve and sustain financial autonomy. Our team embodies core values such as Trust, Excellence, Commitment, and Expertise.
Why Choose Hunter Recruitment Advisors:
- Enjoy the freedom of independence - our firm operates independently, allowing you to define your own path to success.
- Competitive compensation structure.
- Support during transitions and onboarding.
- Opportunity to collaborate with a well-established brand and industry leaders.
- A cooperative and inclusive workplace that appreciates your input.
- Your passion as a Financial Advisor with a profound understanding of client needs.
- Solid grasp of financial planning, investment vehicles, and market dynamics.
- Outstanding communication and interpersonal abilities.
- Capability to interpret complex financial data and convey insights effectively.
- Detail-oriented, capable of working autonomously and collaboratively.
- Proficient in technology (Excel, Word, reporting systems, CRM tools).
- Alignment with our core values and principles.
- Minimum of 5 years of financial advisory experience with an established client base.
- Willingness to pursue the CFP designation.
- Series 7 license is preferred but not mandatory.
- Desire to work towards CDFA certification.
We are an equal opportunity employer.
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