Wealth Management Advisor

Hunter Recruiting; Westlake (OH); On-site; USD 65,000 - 110,000; Full time

Job summary

Hunter Recruiting is seeking a motivated wealth advisor in Westlake, OH to join our team and develop a long-term advisory career. You will work alongside experienced advisors, assisting with financial planning, investment strategy, and client relationship management while gaining hands-on exposure to all facets of the profession.

With mentorship and coaching, you will grow toward a lead advisory position within the firm.

Qualifications

• 3+ years of experience in financial services or wealth management.
• Bachelor’s degree in Finance, Economics, or related field.
• Securities licensing preferred (Series 6/7, 65, or SIE).
• Strong interest in financial planning and investment strategy.
• Excellent interpersonal and communication skills; high attention to detail and analytical ability.

Responsibilities

• Assist advisors in preparing financial plans and client recommendations.
• Participate in client meetings and follow-up implementation.
• Research planning strategies and investment solutions.
• Support portfolio analysis and reporting.
• Contribute to business development and prospecting efforts.
• Deliver exceptional client service and relationship support.

Skills

Client relationship management

Financial planning

Investment strategy

Communication skills

Attention to detail

Analytical ability

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

Series 6/7 license

SIE license

Job description

We are looking for a motivated professional who wants to build a long-term career as a wealth advisor. This role provides the opportunity to work directly alongside experienced advisors and gain hands-on experience in every aspect of the profession, including; financial planning, investment strategy, client relationship management, and business development. You will receive mentorship and coaching while developing the technical knowledge and interpersonal skills required to become a trusted advisor. Over time, the goal is for this role to evolve into a lead advisory position within the firm.

• Assist advisors in preparing financial plans and client recommendations
• Participate in client meetings and follow-up implementation
• Research planning strategies and investment solutions
• Support portfolio analysis and reporting
• Contribute to business development and prospecting efforts
• Deliver exceptional client service and relationship support
• 3+ years experience in financial services or wealth management
• Bachelor’s degree in Finance, Economics, or related field
• Securities licensing preferred (Series 6/7, 65, or SIE)
• Strong interest in financial planning and investment strategy
• Excellent interpersonal and communication skills
• High attention to detail and strong analytical ability