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Associate Financial Advisor
Location:
Columbus, OH
Description:
Hamilton Capital is one of the nation's largest independent, fee-only, registered investment advisory firms. We are headquartered in Columbus, OH and have a branch office in Palm Beach, FL. As a Registered Investment Advisor, we design and manage investment programs for institutions and help our private clients build, plan, and preserve wealth using these same institutional capabilities. We operate in a fiduciary role providing the highest standard of care in creating comprehensive investment and financial solutions. Our professionals are experienced, credentialed, nationally recognized and have an uncompromising desire for excellence. At Hamilton Capital our Core Values are at the heart of what we do and guide us in every interaction with our clients, as well as our internal team members. Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen We are honored to have received many local and national recognitions including being named to the Financial Advisor magazine's list of the nation's largest independent advisors, Financial Times 300 a list of the "industry's elite advisors", as well as receiving the Columbus Business First FAST 50 award, as one of Central Ohio's 50 fastest growing companies, for the 8th year. Hamilton Capital is seeking a dynamic professional to add to our Advisory Team. An Associate Financial Advisor (AFA) 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 AFA 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, flexible, people-oriented culture and a professional yet family atmosphere Individual contribution and innovation encouraged and recognized Personal and career development opportunities Competitive compensation package commensurate with experience Excellent benefits, including a 401(k) Plan with employer contribution Incentive Plan 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, business and/or customer service. 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.
Company:
Hamilton Capital
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Hamilton Capital located in Columbus OH. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Hamilton Capital located in Columbus OH. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.