Wealth Management Associate — Path to Lead 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

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.