Junior Investment Advisor

Columbiana County OH
Training Salary, Commissions, Benefits
May 28, 2021
Jun 27, 2021
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary


Hunter Associates seeks a motivated, high achieving individual to be trained for an Investment Advisor position.

As an Advisor Trainee you will have freedom to build your business with the added support of other accomplished, forward-thinking professionals and have the opportunity to learn from seasoned Advisors. We believe that our collaborative approach ensures progressive perspectives and a continually high level of knowledge.

The in-house education component of training would focus on the following: Dedicated time each week focusing on administrative support, systems training, security selection process, time (as requested/available) working with Advisors on practical, client-centric learning.

Main Job Duties and Responsibilities:

As an Advisor Trainee, you will have four primary goals:

  1. Support Advisors with all facets of client service and portfolio management.
  2. Develop product knowledge and application for stocks, bonds, ETF’s, mutual funds, and life and health insurance
  3. Develop portfolio management and security selection capabilities
  4. Develop clientele independently and with other advisors

Training Requirements:

             Portfolio Management Software

             Quote and market data technology


             Account Management Software

Desired Skills:

             Undergraduate degree, MBA preferred

             Minimum of 1+ years professional or relevant internship experience required

             Outgoing, personable

             Strong communication, time management and organizational skills


Complete the series 7 within 3 months of employment

Complete the series 66 within 6 months of employment

Acquire Life & Health Insurance License

Apply for Junior Investment Advisor

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