Paraplanner/Financial Advisor Assistant

Cincinnati, OH
Full Time
Entry Level

HCM Wealth Advisors & CPAs is an independent, fee-only Wealth Management/Registered Investment Advisor firm (RIA) located in Cincinnati, Ohio. At HCM Wealth Advisors, we are on a mission to empower our clients to make intelligent financial decisions, so they will enjoy secure retirements.  

We are seeking an Assistant for our Advisors. In this supporting role, the individual will have responsibilities that include gathering data to develop financial and retirement plans for our Advisors to use with clients. This position will assist our Advisors with deepening our client relationships by helping us provide excellent service and communication. 

Duties and Responsibilities 

The Advisor Assistant can expect to focus in the following areas: 

  • Gather, organize, and synthesize client data within a financial planning context 

  • Secure and input data into software for financial planning 

  • Prepare meeting agendas and other client-facing documents  

  • Assist with meeting follow-up documentation and tasks 

  • Administrative support including documentation processing, workflow management, and client scheduling and contact 

  • Establish and maintain client files, ensuring appropriate documentation and assist with onboarding new clients 

Qualifications 

Two + years of Banking/Financial Experience and hold a Bachelor’s Degree  

  • Proficiency with Word, Excel, PowerPoint, and Outlook 

  • Detail-oriented, accurate, organized, able to set priorities 

  • Strong written and verbal communication skills 

  • Self-starter; takes initiative 

  • Team player, collaborative, able to work with others 

  • Desire/ability to work successfully in a small company environment 

  • Experience with eMoney, MoneyGuidePro, or Holistiplan considered a plus 

Salary and Benefits 

  • Competitive salary based on experience 

  • Long-term opportunity in a growing firm, with the possibility of career advancement. 

  • Benefits: Health, vision, dental, life and disability insurance 

  • 401(k) plan 

  • Paid time off and holidays 

  • Education reimbursement 

  • Ability to work remotely one day a week once fully on-boarded 

OTHER INFORMATION 

  • HCM Wealth Advisors & CPAs is an equal opportunity employer committed to diversity and inclusion in all employment practices. 

  • This job description is not exhaustive and may be subject to changes or additions at any time. 

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