What are the responsibilities and job description for the Wealth Advisor position at Hungerford?
Description
At Hungerford, we help clients make confident decisions at every stage of life. As a locally owned firm with more than 85 years of experience, we bring together accounting, advisory, technology, and wealth management services to deliver thoughtful, integrated guidance—without losing sight of what matters most to our clients.
Our culture is rooted in relationships, trust, and long-term thinking. We value collaboration, flexibility, and curiosity, and we believe the best outcomes come from advisors who truly know their clients and enjoy working together. At Hungerford, you’ll find a supportive environment where professionals are encouraged to grow, share ideas, and build meaningful careers.
Your Impact
As a Wealth Advisor with Hungerford, you’ll serve as a trusted guide to individuals and families, helping them navigate financial complexity and plan for the future with clarity and confidence. This role is ideal for a self-starter who values deep client relationships, takes a holistic view of financial planning, and is motivated to actively participate in business development efforts. You’ll work closely with clients to understand their goals, develop personalized strategies, and provide ongoing guidance as life evolves—while also identifying opportunities to grow and strengthen client relationships over time.
How You Will Add Value
- Build long-term, trusted relationships with clients through ongoing financial planning and advisory conversations
- Develop and deliver customized wealth strategies, including investment, retirement, estate, tax-aware, and risk planning
- Monitor client progress and adjust recommendations as goals, markets, and life circumstances change
- Clearly communicate complex financial concepts in a way that is approachable and easy to understand
- Proactively identify opportunities to add value and deepen client relationships
- Champion business development efforts through external referrals, networking, and community involvement
What We're Looking For
- Bachelor’s degree in Finance, Business, Economics, or a related field
- 1 year of experience in wealth management, financial planning, or a relationship-driven advisory role
- CFP®, or other relevant credentials preferred (or willingness to pursue)
- Strong interpersonal and communication skills with a client-first mindset
- Ability to build trust and maintain long-term client relationships
- Collaborative, thoughtful, and self-motivated approach to work
- Organized and comfortable managing multiple client relationships simultaneously
What You Will Gain
- Immediate eligibility for medical, dental, and vision insurance
- Flexible scheduling and support for work-life balance
- Generous PTO, paid holidays, and parental leave
- 401(k) and retirement planning resources
- Professional development and career growth opportunities
- A people-first culture that values integrity, relationships, and community impact
Join Us
If you’re passionate about guiding clients toward financial confidence, value meaningful relationships, and want to grow your career within a collaborative and well-established firm, Hungerford Financial may be the right place for you.
Apply today and help clients plan with confidence—now and for the future.