Details
03/27/2018
Paraplanner
Hamilton Capital Management, Inc.
Do you want to grow in the field of financial planning? Are you ready to take your skills to the next level? Hamilton Capital Management is one of the nation’s largest independent, fee-only, registered investment advisory firms. We are seeking a dynamic professional for this key position as part of a team responsible for working with our financial advisors to help clients achieve their financial goals.
Position Benefits:
Competitive compensation commensurate with experience • Incentive Plan • Excellent benefits, including a 401(k) Plan after 6 months of service, with employer contribution • Individual contribution and innovation is encouraged and recognized • Continuing education opportunities developed and provided onsite • Professional yet family atmosphere Primary Position Responsibilities • Provide support to the Financial Advisory Team • Prepare for, attend, and memorialize client meetings • Gather and synthesize data from clients and utilize the firm’s Wealth Management System • Develop and apply financial planning skills and expertise • Run scenarios, generate reports, and prepare presentation materials • Document client activities and communications • Complete new client onboarding tasks • Support varying levels of advisors in addressing the service needs of a diverse client base • If not already licensed, must obtain Series 65 within 6 months.
Position Requirements:
Bachelor’s degree is required, with an emphasis in financial planning or business preferred • Minimum of 1-3 years of successful work experience required, with specific experience in wealth management, investment management, accounting, finance or a related field in a supporting capacity preferred • Series 65 preferred • Dedication to details with a high degree of accuracy • Organized, self-motivated, with initiative and a desire to learn, grow and succeed • Excellent communication and listening skills • Possess a passion for client service • Strong analytical skills required, with specific planning capabilities preferred • Ability to grasp financial concepts and new technology tools quickly, including our industry-specific software • Ability to work successfully in a dynamic environment as part of a pooled team responsible for supporting multiple advisors • Ability to be discreet and maintain confidential information at all times • Proficient with Microsoft Office software
Contact: recruiting@hamiltoncapital.com
