Hamilton Capital, LLC
Hamilton Capital is seeking a dynamic professional to add to our Wealth Management Team. The Paraplanner is the foundational role in our Advisory track and is instrumental in building a career as a Financial Advisor. The individual in this role learns and fulfills a combination of the responsibilities of two key roles at our firm: Client Relations Representative and Associate Financial Advisor. A paraplanner first supports the team by providing exceptional service while assisting new and existing clients with establishment of new accounts, account transfers, and account service needs. While continuing to serve clients in that capacity, the Paraplanner also prepares for and memorializes client meetings, inputs data into and maintains our financial planning software, gathers data from clients, drafts comprehensive financial plans, and completes other activities to support our advisors and clients.