Financial Advisor (not currently available)

Job Description

Job Description

Thank you for your interest in Hamilton Capital.

This position is not currently available; however, we are a growing organization and anticipate future opportunities.

We welcome you to periodically check our website for any updates.

Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen

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 comfortable making decisions and taking risks.

We are only as good as those we are fortunate enough to work with, which means each individual 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 clients build great financial legacies, so that they too may pursue their dreams and influence the people and organizations they love.

In return, we expect a lot out of our employees - but not in the way you might assume. We expect you to use your unique voice, talents, and experiences to master your craft.

We expect that 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.

About the Position

Hamilton Capital is seeking a dynamic professional to add to our Advisory Team. A Financial Advisor's (FA) primary responsibility is to serve clients through genuine care and engagement in HC's dynamic financial planning and investment advisory process.

This team member works directly with clients to assist in achieving financial goals through discovery of short and long-term objectives and application of innovative plans unique to each person.

A successful FA understands HC's proprietary financial and investment solutions and assists clients through our process while fostering life-long relationships.

This team member has minimum 5 years of related financial advisory experience working directly with clients.

Position 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

Primary Position Responsibilities

• Develops strong client relationships and delivers high-value proactive financial planning and investment advice.
• Increasingly serves as lead advisor and final decision-maker on client relationships as progression through HC's financial advisor development program is achieved.
• Masters the firm's standard of practice areas in financial planning, investment management and client service deliverables.
• Prepares for and follows-up on all client meetings and follows established processes to properly document and maintain all client activities, communications, and records.
• Identifies important client issues in a timely manner, develops innovative solutions and effectively communicates solutions to the client.
• Collaborates with other team members on client engagements and team assignments.
• Keeps abreast of current developments in the financial industry.
• Identifies opportunities to grow our business through expanding existing client relationships and cultivating new client business through active prospecting.
• Acts as a true fiduciary to our clients and adheres to compliance standards applicable to the financial industry.
• Knows and communicates the philosophy and value of the firm's financial planning and investment management services to our clients.
• Maintains a highly proficient understanding of the overall financial markets and how the past, current, and future market conditions impact clients and their investment portfolios.
• Provides leadership through coaching, counseling, guidance, support and feedback, to direct reports.

Position Requirements

• Bachelor's degree required with an emphasis in financial planning, economics, accounting, or business preferred.
• CFP, ChFC, or CPA certification preferred, CFP required within 24 months of starting.
• Relevant graduate education preferred (ex. MBA, JD)
• Minimum of 5 years financial advisory or related experience required.
• 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.
28 days ago