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Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen
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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 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.
Position Benefits
Primary Position Responsibilities
Position Requirements
Full Time
$84k-108k (estimate)
06/28/2024
07/16/2024
hamiltoncapitalllc.com
Hackensack, NJ
<25
Investment Management