Hunter Associates is seeking a motivated, high achieving individual. Our goal is to assist in the successful training and development of an investment advisor.
As an Advisor Trainee at Hunter Associates 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 such as Money funds, Stocks, Bonds, ETF, Mutual Funds, Insurance, Lending
Develop portfolio management and security selection capabilities
Develop clientele independently and with other advisors
Required: Undergraduate degree in business or finance and/or an MBA
Preferred: Minimum of 1+ years of professional or relevant internship experience
Portfolio Management Software
Net Exchange Pro
Quote and market data technology
Complete the series 7 within 3 months of employment
Complete the series 66 within 6 months of employment
Begin an approved course of study for the CFP® or CFA program within 12 months of employment. Time frame for completion negotiable depending on program.
About Hunter Associates
Hunter Associates is an independent wealth management firm headquartered in Pittsburgh, Pennsylvania with a branch office in Salem, OH. Member of FINRA and SIPC