Wealth Management Client Associate

Job Description

Job Description

Some firms hire a client service rep to answer the phone and file the paperwork. We're looking for a builder.

Hunter Wealth Management is an independent advisory firm located in Peachtree City, Georgia, managing $2.4 billion for mass affluent, high-net-worth, retiree, and institutional clients. We have over 250 years of combined experience in the financial services industry. We have 6 offices in Georgia – Midtown Atlanta, Peachtree City, Griffin, Columbus, Americus and Albany. The position we are hiring for is located in our main office in Peachtree City. We operate like the entrepreneurial, client-first practice we are — while drawing on the technology, resources, and backing that come with our affiliation with Wells Fargo Advisors. Independence, with real horsepower behind it. We're a firm that takes care of its clients and its people — not a faceless corporation.

Here's what makes this seat different: you'll work primarily alongside two of our newer advisors who are actively growing their books of business. This isn't a static, do-the-same-thing-forever role. You'll grow as they grow — and the initiative, energy, and relationships you bring will directly shape their trajectory, and yours.

The day-to-day

You'll be the trusted point of contact who keeps our clients' experience seamless:

• Serving as a primary contact for client phone calls, emails, and requests
• Schedule client calls and review meetings; manage advisors’ calendars
• Account opening, onboarding, and new-client paperwork
• Follow up on paperwork, missing items and action steps
• Provide status updates on requests (transfers, account changes, etc..)
• Money movements — transfers, distributions, and account maintenance
• Preparing advisors for client review meetings and following up on action items
• Keeping our client management system meticulously current
• Coordinating with our Wells Fargo Advisors platform and operations partners
• Partnering with our experienced client service team, who'll have your back as you get up to speed

Who you are

We can teach the industry. We're hiring for the things we can't teach:

• High energy and drive — you bring momentum to your day and to the people around you
• Outgoing and personable — clients and colleagues genuinely enjoy working with you
• Initiative — you see what needs doing and do it without being asked
• Resilience — you stay steady, positive, and sharp when the pace picks up

Experience in financial services, client service, hospitality, or a client-facing sales role is a plus — but the right attitude and the drive to learn matter more.  No securities licenses are required to start. If you want to pursue them down the road, we'll support you.

Where this can go

This is a launchpad for the right person. As you master the role and the firm scales, there's room to grow into greater responsibility across operations, client relationship management, and beyond — with our full support if you decide to pursue licensing and a longer-term career in wealth management. How far you take it is up to you.

Compensation & what we offer

• Competitive salary and potential annual profit sharing bonus
• Bonus potential tied to client onboarding and firm growth — when we grow, you share in it
• Comprehensive benefits package (401(k), company matching in the 401k etc., paid vacation, 11 paid stock market holidays)
• Support for professional licensing and development for those who want it
• The stability, technology, and resources of a Wells Fargo Advisors affiliation, inside the culture of an independent, close-knit firm

Ready to build with us?

If you're the kind of person who brings energy into the room, takes ownership, and wants to grow with a firm that's going places — we want to hear from you.  Apply today with your résumé and a short note on why this role is a fit.

Hunter Wealth Management is an equal opportunity employer.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Paid time off
• Retirement plan

Work Location: In person