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Hamilton Capital · 1 day ago

Associate Financial Advisor

5025 Arlington Centre Boulevard, Columbus, OH, United States

Full-time

Onsite

Entry Level

1+ years exp

Hamilton Capital is seeking a dynamic professional to join our Advisory Team. The Associate Financial Advisor assists clients with establishing new accounts, account transfers, and account service needs while preparing comprehensive financial plans under supervision.

ConsultingManagement ConsultingWealth Management

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

Qualification

Series 65EMoneyAdvisor EngineOrionBachelor's degreeCustomer serviceWealth managementAccountingFinanceOrganizedDesire to learnMicrosoft OfficeCommunication skillsSelf-motivated

Required

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

Obtains notary within 6 months of starting position

Obtains Series 65 within 12 months of starting in the position