Foodie
HUNTER C. FARBER
New York,NY
Summary
Client-focused financial professional with over seven years of experience in investor relations, client strategy, and relationship management for ultra-high-net-worth households. Recognized for excellence in complex planning, proactive client service, and deep interpersonal trust. Proven ability to support asset growth, manage cross-functional initiatives, and communicate effectively with both clients and internal stakeholders. FINRA Series 7, 66, 9, and 10 licensed.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Vice President, Financial Consultant
Charles Schwab
New York, USA
05.2022 - 05.2025
- Managed strategic relationships with over 270 client households, representing $900+ million in total assets.
- Brought in $120 million in net new client assets, including $80+ million in advised solutions across equities, fixed income, and alternatives.
- Collaborated with internal wealth teams and external RIAs to deliver holistic planning strategies tailored to investor goals.
- Supported client performance tracking and investment reporting, ensuring consistency and clarity in ongoing reviews.
- Maintained CRM accuracy (Salesforce) and leveraged client data to prioritize outreach and deepen engagement.
- Recognized as the office's go-to resource for complex planning strategies around estate, tax, and wealth transfer for high-net-worth clients.
- Delivered high-touch service resulting in consistently exceeding client satisfaction benchmarks.
Investment Consultant
Charles Schwab
New York, USA
04.2021 - 05.2022
- Educated clients under $1M on Schwab's platform, introducing managed solutions and building planning roadmaps.
- Partnered with senior consultants to support onboarding and relationship development for high-net-worth households.
- Hosted monthly educational workshops on investment principles, tax strategies, and retirement planning.
- Served as a key contact for incoming client prospects and transfers, guiding them through financial planning conversations and platform orientation.
Client Relationship Specialist
Charles Schwab
New York, USA
02.2018 - 04.2021
- Supported two lead Financial Consultants managing nearly $2 billion in client assets, providing operational and client service support.
- Played a key role in account onboarding, document preparation, money movement, and day-to-day client relationship maintenance.
- Mentored junior team members and contributed to training initiatives across the branch.
- Recognized with Schwab's STAR Award for delivering exceptional service and creating positive client experiences.
Education
BBA - Finance
Pace University - Lubin School of Business
New York, NY05-2017
Skills
- Microsoft Excel
- Wealth transfer strategies
- Tax planning
- Estate planning
- Effective communication
- Problem solving
- Client education
- Critical thinking
- Financial analysis
- Investment reporting
- Salesforce CRM
- Microsoft PowerPoint
- Microsoft Outlook
- MoneyGuidePro
- Client relationship building
- Attention to detail
- Strategic thinking
Certification
- Series 7
- Series 9/10
- Series 66
Accomplishments
- Schwab STAR Award Recipient for Client Service Excellence
References
References available upon request.
Interests
Reading Books
Financial Markets
Dance Music
Travel
Work Preference
Work Type
Full TimeWork Location
On-SiteHybridRemoteImportant To Me
Work-life balanceCareer advancementHealthcare benefitsPaid time off401k matchStock Options / Equity / Profit SharingPaid sick leaveCompany CultureLanguages
English
Native language
Quote
Curiosity drives knowledge. Integrity turns knowledge into trust. But it’s care—the quiet, consistent kind—that turns trust into loyalty.
Unknown
Timeline
Vice President, Financial Consultant
Charles Schwab
05.2022 - 05.2025
Investment Consultant
Charles Schwab
04.2021 - 05.2022
Client Relationship Specialist
Charles Schwab
02.2018 - 04.2021
BBA - Finance
Pace University - Lubin School of Business
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