Junior Investment Advisor
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:
- Support Advisors with all facets of client service and portfolio management.
- Develop product knowledge and application for stocks, bonds, ETF’s, mutual funds, and life and health insurance
- Develop portfolio management and security selection capabilities
- Develop clientele independently and with other advisors
Portfolio Management Software
Quote and market data technology
Account Management Software
Undergraduate degree, MBA preferred
Minimum of 1+ years professional or relevant internship experience required
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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