search
Home > Cincinnati jobs > Cincinnati accounting/financial

Posted: Tuesday, August 29, 2017 1:35 PM

Job Description:/h3:
Paraplanner / Trader
Hengehold Capital Management (HCM) is a growing investment advisory firm offering financial planning and wealth management services for individuals and corporations. As a Registered Investment Advisor (RIA), we are part of the industrys fastest growing segment. At HCM, we strive to be our clients most trusted advisor by providing comprehensive planning with a team based approach. We invest in long:term relationships and because of our independence and knowledge of our clients, we are able to provide customized investment strategies to help them meet their goals.
Position Description
The Paraplanner/Trader plays a critical role in serving our Clients. Hengehold Capital Management LLC is an employee owned fee only Registered Investment Advisor seeking to dramatically accelerate growth. We are looking for a mission:focused Paraplanner who is driven by a desire for self:improvement and excellence. This is an outstanding opportunity for a highly motivated professional who is looking to be part of a growing 15 person Team.
Trading Responsibilities
:Perform daily trading activity: investing new assets and raising cash for withdrawals.
:Assist in account rebalancing and portfolio transitions to the appropriate model.
:Participate in firm wide portfolio trades and unique trade requests.
:Assist with the research and documentation for trades.
Planning and Client Service Responsibilities
:Assist in preparation of financial plans for Clients including analysis and recommendations in areas such as cash:flow, retirement, estate:planning, education:funding, stock options and risk management.
:Manage pre:Client meeting activities such as preparation of agendas, Client:ready financial plan presentations, recommendations and Client paperwork.
:Manage post:Client meeting tasks in a timely manner such as meeting notes, revisions to financial plans as needed and implementation of agreed to recommendations.
:Evaluate Clients current investments and assist in development of recommendations and implementation of changes per Clients Investment Policy Statements.
:Follow:up with Clients other trusted advisors as needed.
:Demonstrate a high level of quality service to Clients by maintaining a keen awareness of their comprehensive financial situation and responding promptly to their needs.
Qualifications
Above all else, the successful candidate must believe in the core values of Hengehold Capital Management and be driven by our mission. Beyond that, we are seeking a candidate who has a selfless desire to lead our Clients to a higher level of financial peace of mind.
The successful candidate will most likely have 3:5 years of business experience in a small business environment with at least 3 years in the personal financial advisory field. Additional requirements are:
:Overall: highly detailed and organized, constant desire to increase knowledge and ability, laser focus on meeting Client needs in a team environment, building a spirit of cooperation and sharing knowledge and skills with others for the betterment of our Clients.
:People Skills : confident interacting with knowledgeable high net worth clients and other contacts of the firm. Ability to confidently present a new perspective or different opinion.
:Communication Skills : ability to clearly and succinctly communicate both verbally and in writing.
:Action Oriented : strong work ethic and looks for challenges; able to act and react as necessary, even if limited information is available; not afraid to make decisions.
:Technology : innate ability to understand technology including cloud:based software. Working knowledge of Tamarac Rebalancing and e:Money programs are a plus.
:Educational Background : four year undergraduate degree required preferably in financial planning, business, finance, economics, or related fields. Basic understanding of financial planning strategies for high net worth Clients. Significant consi

Source: https://www.tiptopjob.com/jobs/71332524_job.asp?source=backpage


• Location: Cincinnati

• Post ID: 48525043 cincinnati
cincinnati.backpage.com is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017 backpage.com