Career Opportunities with HV Strategic Wealth Management

Junior Financial Advisor

Job Description:

As a Financial Services Professional, you will work directly with individuals, small businesses, and families to help them navigate and secure their financial future. Your work is both of value and aligns with the values we share with you. We are looking for people who want to impact people’s lives and the communities you care for by providing paths to financial stability and peace of mind. You will benefit from a culture of innovation that embraces growth and the changes that come with it.

Duties and Responsibilities:

Establish networks and cultivate referrals
Develop retirement plans to help reach financial goals
Identify and meet financial goals.
Provide financial solutions through fact gathering and needs analyses
Broaden and deepen your skill set through ongoing professional development and joint work with fellow associates
Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
Evaluate the client’s financial situation and identify investment objectives through a comprehensive and customized financial planning process
Deliver financial planning and investment management to own list of clients
Analyze and assess member/client’s financial situation and financial and investment services available to member/client
Identify and solve the financial needs of clients by offering investment products.

Qualifications

Highly self-motivated and self-disciplined with the ability to work effectively and independently
Outgoing personality with the ability to develop relationships (i.e., People Person”) and a sincere desire to help others
Fearless, positive attitude, and willing to be accountable for results
Organized, detail-oriented, and excellent time-management skills
The desire for continuous learning
Good communicator with excellent listening skills and the ability to explain complex information in a simple and concise manner
Launch or advance financial planning career

Education and Experience

Associates Degree in economics or business required; Bachelor’s degree in economics or related field preferred
Group Life and Health (preferred)
Security licenses 6 and 63 or 7 (preferred)
Security series 65 or 66 (preferred)

Job Type: Full-time

Benefits:

Incentive and financing program
Study materials and licensing
401(k) and pension plan
Health, vision, and dental insurance
Life and disability insurance

Physical Setting: Both remote and in office

Senior Financial Advisor