Senior Associate Financial Advisor

Hamilton Capital; Columbus (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a Senior Associate Financial Advisor to join their Advisory Team. In this impactful role, you will support the financial advisory team in managing client relationships and helping clients achieve their financial goals. With a focus on innovation and personal growth, this position offers a supportive culture that values each individual's success. You will have the opportunity to develop your financial planning skills, obtain certifications, and engage with clients to build lasting relationships while adhering to compliance standards. If you are passionate about finance and ready to make a difference, this role is for you.

Benefits

401(k) Plan with Employer Contribution

Paid Time Off (PTO)

Paid Parental Leave

Individual and Team Incentive Plans

Complimentary Investment Management Services

Qualifications

• Minimum 2 years of experience in financial planning or investment management.
• Bachelor's degree in finance or related field is required.

Responsibilities

• Support financial advisory team in managing client relationships.
• Prepare for and follow-up on client meetings and maintain records.

Skills

Financial Planning

Investment Management

Tax Planning

Analytical Skills

Communication Skills

Education

Bachelor's Degree in Financial Planning, Economics, Accounting, or Business

Tools

Microsoft Office Suite

Wealth Management System

Job description

Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen

At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are comfortable making decisions and taking risks.

We are only as good as our team, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.

In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.

Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.

About the Position

Hamilton Capital is seeking a dynamic professional to add to our Advisory Team. A Senior Associate Financial Advisor (SAFA) plays a key role in supporting the financial advisory team responsible for servicing and managing existing client relationships. This team member helps clients achieve their financial goals through discovery of short and long-term objectives and application of innovative plans unique to each person. A successful SAFA understands HC's proprietary financial and investment solutions and assists clients through our process while fostering life-long relationships. This role requires minimum 2 years of related experience.

Position Benefits

• Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
• Thought leadership and innovative thinking are valued and rewarded
• Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
• Individual and Team Incentive Plans
• Complimentary investment management and financial planning services

Primary Position Responsibilities

• Obtains Series 65 within six months of starting in the position.
• Obtains CFP certification within 24-30 months of starting in the position.
• Masters the firm's standard of practice areas in financial planning, investment management and client service deliverables.
• Masters the financial and investment features of HC's Wealth Management System.
• Prepares for and follows-up on all client meetings and follows established processes to properly document and maintain all client activities, communications, and records.
• Actively develops financial planning skills and expertise and delivers advice and counsel to clients as appropriate based on skill level achieved.
• Acts as a true fiduciary to our clients and adheres to compliance standards applicable to the financial industry.
• Understands the firm's investment approach and philosophy and the value of these services to our clients.
• Engages with clients to build strong relationships.
• Keeps abreast of current developments in the financial industry.

Position Requirements

• Bachelor's degree required with an emphasis in financial planning, economics, accounting, or business preferred.
• Minimum of 2 years of experience in financial planning, investment management, tax planning and/or compliance, or business administration/management.
• Strong oral and written communication skills required.
• Strong analytical and organizational skills required.
• Proficiency with Microsoft Office suite and aptitude to learn specialized, industry-specific software programs.