Associate Financial Advisor

Apply for the Associate Financial Advisor role at Hamilton Capital – be among the first 25 applicants.

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 empowered to make decisions and to continuously share new ideas. We invest in people, providing the resources, support, and training needed to succeed so that our clients can build great financial legacies.

Our expectations are high: we expect you to master your craft, believe in our vision, serve others first, and challenge yourself and your teammates as we strive for greatness. Your work here will impact clients, our team, and Hamilton Capital as a whole.

• Supportive, innovative culture focused on individual success
• 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

• Obtain notary within 6 months of starting position.
• Obtain Series 65 within 12 months of starting in the position.
• Recommended and encouraged to pursue CFP certification upon completion of Series 65 for those desiring to become a financial advisor.
• Establish new accounts and facilitate account transfers from various custodians.
• Properly process and track account contributions and distributions.
• Interact with clients, colleagues, custodians, and external professional advisors to provide exceptional service.
• Prepare organized and well‑written correspondence to clients, firm members, custodians and other contacts.
• Become a master user of eMoney, Advisor Engine and Orion as appropriate and provide system support to Financial Advisors and their clients.
• Take detailed notes during client meetings to capture important discussion items and action steps; assign actions and launch workflows as appropriate in Advisor Engine.
• Gather, organize and synthesize client data for input into eMoney, reviewing client financial documents such as account statements, insurance documents, tax returns and estate planning documents.
• Effectively prepare financial statements and assist in the creation of comprehensive financial plans under Financial Advisor supervision, both with new clients and existing clients whose information needs to be regularly updated.
• Properly document all client activities, communications, and work.
• Conduct research as appropriate in support of the financial advisor.
• Perform other related duties to support overall team excellence and results.

• Bachelor's degree required with an emphasis in financial planning, communications, or business preferred.
• Minimum of 1 year of successful work or internship experience required, specifically in customer service, wealth management, accounting, finance, or a related field in a supporting capacity preferred.
• Organized, self‑motivated with initiative and a desire to learn, grow and succeed.
• High level of accuracy and diligence.
• Strong oral and written communication skills required.
• Proficiency with Microsoft Office suite and aptitude to learn specialized, industry‑specific software programs.

Location:

Columbus, OH
Salary: $86,000.00 - $