Financial Advisor

HHM CPAsChattanooga, TN

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Overview

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On-site

Job Description

HHM Wealth Advisors, LLC

Incumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring wealth. The anticipated growth of the firm creates an opportunity for the incumbent to play a major role in the firm's future. The firm is a fee based Registered Investment Advisor (RIA) and as such all revenues generated are derived from fee-for-service client engagements and asset under management (AUM) fees.

Job Duties: Not in any order of priority

Maintain specific service model and standards as set forth by firm including periodic client review meetings
Recruit new clients on an ongoing basis while maintaining a superior level of commitment to current clients
Interview clients to help them determine financial goals, objectives and retirement income needs in order to recommend and implement risk management strategies including life, LTC, and disability insurance
Implement financial planning recommendation within client portfolios using various assets including stocks, bonds, mutual funds, ETFs, etc.
The Incumbent will be charged with monitoring financial, political and tax trends to ensure client financial positions / plans are effective and proactively updated
Work with business owners to develop, advise, implement and monitor workplace retirement plans
Implement education planning strategies including trusts, section 529 plans, ESAs, UTMAs, etc.

Core Competencies: While CFP®, CFA or CPA designations are not mandated, the knowledge base and skillset developed through these programs outline the fundamentals for success as a lead advisor. Understanding Estate Planning strategies and the ability to converse reasonably with estate attorneys and CPAs to develop, implement and review client estate plans is expected.

Time Commitment: The firm anticipates the incumbent becoming integral to the firm by participating in many aspects of firm growth. The incumbent will be expected to meet with clients throughout the entire business day and into the evening if necessary. Additional time commitments to evening client seminars and community business functions will be expected.

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FAQs About Financial Advisor Jobs at HHM CPAs

What is the work location for this position at HHM CPAs?

This job at HHM CPAs is located in Chattanooga, TN, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at HHM CPAs?

Employer has not shared pay details for this role.

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