Junior Investment Advisor

Location
Columbiana County OH
Salary
Training Salary, Commissions, Benefits
Posted
May 28, 2021
Closes
Jun 27, 2021
Employment Type
Full Time
Level
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

             CRM

             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

Licenses:

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

Already uploaded your resume? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb


4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.