What are the responsibilities and job description for the Senior Associate Financial Advisor position at Hamilton Capital?
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 our team, which means everyone 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 our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.
In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect 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 Senior Associate Financial Advisor (SAFA) plays a key role in supporting the financial advisory team responsible for servicing and managing existing client relationships. This team member helps clients achieve their financial goals through discovery of short and long-term objectives and application of innovative plans unique to each person. A successful SAFA understands HC's proprietary financial and investment solutions and assists clients through our process while fostering life-long relationships. This role requires minimum 2 years of related experience.
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
Position Requirements