Associate Wealth Advisor – Findlay Ohio

Are you passionate about helping clients achieve their financial goals and looking to join a dynamic, fast-paced, growing company? We have the position for you! Hixon Zuercher Capital Management, a leading wealth management firm, is looking for an energetic Associate Wealth Advisor (AWA). This position is based in Findlay, Ohio.

The AWA will be a service-oriented individual with excellent computer skills and strong people skills. It is critical that the AWA has the ability to be discreet and trusted with regard to confidential information.

The AWA must be a self-starter, problem solver, extremely organized and able to handle a fast-paced firm with ease. Being an entrepreneurial company, change occurs frequently, and the ideal AWA will thrive on the challenge of prioritizing various tasks and maintaining a harmonious workflow as projects shift and evolve. Mastery in Microsoft Office and solid communication skills are necessary to succeed in this role.

The ideal candidate should be able to work under pressure and meet strict deadlines with a positive attitude.

This is a Full-Time position (40 hours per week) and may include an occasional requirement to be on-call outside of normal business hours. The AWA will work from 8:00 a.m. to 5:00 p.m. Monday through Thursday and 8:00 a.m. to 4:00 p.m. on Friday.

• Client Relationship Management
  • Monitor and maintain relationships with assigned clients. This includes, but is not limited to, serving as the primary contact, responding to client requests or inquiries, and conducting meetings with clients (Financial Planning and/or Investment Reviews
  • Present financial planning recommendations to assigned clients and as requested by other advisors of the firm
  • Maintain notes of client meetings in CRM database
  • Develop retention strategies and provide excellent customer service for existing clients
• Work as a team in the firm by completing tasks and assignments as directed by the Senior Wealth Advisors.
• Prepare client retirement projections, education projections, social security analysis and other financial planning analysis.
• Business Development
  • Participate in the firm’s advisor marketing programs.
  • Networking & public relations
  • Actively cultivate and maintain relationships with sources of new business, including: CPAs, attorneys, and other centers of influence.
  • Participate in firm events, seminars, and speaking engagements to promote firm capabilities
  • Actively participate in industry groups and non-profit events to expand networking opportunities and increase firm visibility
  • Identify potential ideal clients (prospects) and contact them as they are identified
  • Follow up on new leads and referrals
• Responsible for maintaining an above average level of knowledge concerning current financial market conditions
• Maintain an understanding of industry trends, standards and best practices
• Continually developing knowledge of investment analysis and financial planning techniques
• Other Duties as Assigned
  • There will be many other special projects and tasks that will be assigned as the business grows

• Education level: A Bachelor’s degree is required (preferably in Financial Planning, Business, Accounting, Finance, or Economics).
• Previous experience: 1-3 years of experience in the financial services industry or related field is preferred, but not required.
• CFP ® License: Holds license or is currently enrolled in CFP ® program.
• Communication skills: Must possess excellent spelling, grammar, punctuation, and overall communication skills (both oral and written).
• Computer skills: Must be an expert with Microsoft Outlook and have advanced skills with Microsoft Word, Excel, and PowerPoint.
• Organization skills: Must be proficient with calendaring, task…