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.Your ImpactAs 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 ValueBuild long-term, trusted relationships with clients through ongoing financial planning and advisory conversationsDevelop and deliver customized wealth strategies, including investment, retirement, estate, tax-aware, and risk planningMonitor client progress and adjust recommendations as goals, markets, and life circumstances changeClearly communicate complex financial concepts in a way that is approachable and easy to understandProactively identify opportunities to add value and deepen client relationshipsChampion business development efforts through external referrals, networking, and community involvementWhat We're Looking ForBachelor's degree in Finance, Business, Economics, or a related field1+ year of experience in wealth management, financial planning, or a relationship-driven advisory roleCFP®, or other relevant credentials preferred (or willingness to pursue)Strong interpersonal and communication skills with a client-first mindsetAbility to build trust and maintain long-term client relationshipsCollaborative, thoughtful, and self-motivated approach to workOrganized and comfortable managing multiple client relationships simultaneouslyWhat You Will GainImmediate eligibility for medical, dental, and vision insuranceFlexible scheduling and support for work-life balanceGenerous PTO, paid holidays, and parental leave401(k) and retirement planning resourcesProfessional development and career growth opportunitiesA people-first culture that values integrity, relationships, and community impact#J-18808-Ljbffr