“I work with the team to ensure every client receives outstanding service.”
We are proud to recognize Hunter on his 2nd anniversary with Globe Wealth!
Hunter successfully completed his finance internship with Globe Wealth Management via the Concord High School's Extended Learning Opportunities [ELO] program in the spring of 2025. Hunter is currently studying Finance Management at the University of Connecticut. He chose UConn in part for its forward-thinking FinTech offerings which align with his career goals. On his aspirations in the financial industry, Hunter says, “Finance is the language of opportunity, and I’m excited to keep learning how to speak it fluently.” Hunter has proven to be a resourceful and valuable team member throughout his internship with Globe Wealth and we are thrilled that he will be continuing on with us while he attends UConn in his new role as Client Relations Associate.
Hunter's Core Responsibilities:
Client Service & Relationship Management | Account Opening & Servicing | Compliance & Regulatory Awareness
- Maintain the firm's client relationship management software
- Maintain the firm's online aggregation tool software
- Manage and utilize the firm's online access point software
- Process check deposits
- Assist with client onboarding
- Assist with the scheduling of client and partner meetings
- Assist with the firm's marketing initiatives
Hunter is a non-registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC.
Cetera is under separate ownership from any other named entity.
