Associate Financial Advisor

Hamilton Capital • Columbus, OH

1d

About The Position

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 empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, 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. Hamilton Capital is seeking a dynamic professional to join our Advisory Team. The Associate Financial Advisor (AFA) is part of the financial advisory team that provides exceptional service to our clients. The Associate Financial Advisor assists new and existing clients with establishing new accounts, account transfers, and account service needs. In addition, this role prepares for and memorializes client meetings, inputs data into and maintains our financial planning software, gathers data from clients, and drafts comprehensive financial plans.

Requirements

• Bachelor's degree required with an emphasis in financial planning, communications, or business preferred.
• Minimum of 1 year of successful work or internship experience required, with specific experience in customer service, wealth management, accounting, finance, or a related field in a supporting capacity preferred.
• Organized, self-motivated, with initiative and desire to learn, grow and succeed.
• High level of accuracy and diligence.
• Strong oral and written communication skills required.
• Proficiency with Microsoft Office suite and aptitude to learn specialized, industry specific software programs.

Responsibilities

• Obtains notary within 6 months of starting position.
• Obtains Series 65 within 12 months of starting in the position.
• Recommended and encouraged to pursue CFP certification upon completion of Series 65 for those desiring to become a financial advisor.
• Establishes new accounts and facilitates account transfers from various custodians.
• Properly processes and tracks account contributions and distributions.
• Interacts with clients, colleagues, custodians, and external professional advisors to provide exceptional service.
• Prepares organized and well-written correspondence to clients, firm members, custodians and other contacts.
• Becomes a master user of eMoney, Advisor Engine and Orion as appropriate for the position and provides system support to Financial Advisors and their clients.
• Takes detailed notes during client meetings to capture important discussion items and action steps.
• Assigns actions and launches workflows as appropriate in Advisor Engine.
• Gathers, organizes and synthesizes client data for input into eMoney. This includes reviewing client financial documents, such as account statements, insurance documents, tax returns, and estate planning documents, to obtain the necessary information.
• Effectively prepares financial statements and assists in the creation of comprehensive financial plans under Financial Advisor supervision. This occurs both with new clients and existing clients whose information needs to be regularly updated.
• Properly documents all client activities, communications, and work.
• Conducts research as appropriate in support of the financial advisor.
• Performs other related duties to support overall team excellence and results.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 51-100 employees