What are the responsibilities and job description for the Financial Advisor position at Hunley Wealth Management?
Company Description
Hunley Wealth Management is dedicated to providing personalized financial guidance tailored to each client's unique needs and goals. Our consultative approach focuses on understanding individual values and objectives, enabling us to develop comprehensive strategies in investment management, retirement planning, and tax strategy. We strive to be a trusted partner throughout every stage of our clients' financial journey, ensuring long-term success and peace of mind.
Role Description
This is a full-time hybrid role for a Financial Advisor, located in Nashville, TN, with opportunities to work from home. The Financial Advisor will work closely with clients to provide expert financial guidance, create tailored financial and retirement plans, manage investment portfolios, and offer strategic advisory services. Responsibilities also include conducting risk assessments, evaluating financial goals, and maintaining compliance with industry standards while fostering strong client relationships.
Qualifications
- Expertise in Financial Planning, Retirement Planning, and Financial Advisory
- Strong background in Finance and Investments
- Exceptional communication, analytical, and problem-solving skills
- Ability to prioritize client needs and build long-term relationships
- Series 65 (or equivalent) licenses; CFP, ChFC designation is a plus
- Bachelor’s degree in Finance, Business, or related field
- Knowledge of financial compliance and regulatory requirements
- Experience in client account management in a hybrid or flexible work environment