Halter Ferguson Financial
Carmel, Indiana
Contact: Tiffany White
Email: tiffany@hffinancial.com
Telephone: (317) 875-0202
Website: https://www.hffinancial.com/
Please indicate which city and state the potential job position is located: Carmel, Indiana
Please indicate which describes your affiliation: RIA
If licensed with a broker dealer, please indicate which one: Schwab
Please provide a brief description of your Company: Halter Ferguson Financial is a financial planning firm dedicated to serving our clients by connecting what’s most important to them (values like family, security, and freedom) to their money and supporting their long-term investment management needs. We serve individual investors and their families, typically busy professionals with a middle level of accumulated wealth who want outside help to manage their wealth. We are a fiduciary fee-only firm so we focus on best solutions for our clients.
Please provide a brief description of what you are looking for in your possible hire: Desire to build a career assisting clients with their financial lives. Persistence to be aware and current with client needs. Thorough and patient, not missing important details. Values excellence, seeking to do things right the first time, but not paralyzed by perfection. Follows procedure but aware of when to break from and when to create new ones. Problem solver with strong mathematical and analytical skills. Curiosity is a superpower. Not a sales person driven by commissions or incentives.
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