H Cap Connect, LLC.

Paraplanner/Jr Advisor

H Cap Connect, LLC.  •  Avon, OH (Onsite)  •  27 days ago
Expired
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Job Description

Paraplanner

This is an excellent opportunity for someone early in their career who wants to build a long-term path in financial planning.

About the Firm

A collaborative, client-centered financial services firm based in the Avon, Ohio area focused on delivering personalized financial strategies. The team works closely together to provide thoughtful guidance across investments, retirement planning, and insurance. Their approach is proactive, detail-oriented, and built around helping clients make meaningful progress toward their financial goals.

What You’ll Do

  • Apply the fundamentals of financial planning
  • Assist in building and updating financial plans.
  • Support investment research, portfolio analysis, and strategy development
  • Monitor client accounts for compliance, updates, and required documentation
  • Provide analytical and operational support to the advisory team

What We’re Looking For

  • Bachelor’s degree (Financial Planning, Finance, or related field preferred)
  • Strong attention to detail and analytical mindset
  • Solid math skills and comfort working with data
  • Clear and professional communication skills
  • Ability to learn quickly and operate within a team environment
  • Interest in pursuing a long-term career in wealth management

Licensing & Growth

  • Series 7 and 66 will be required

Compensation

  • Competitive and based on experience and licensing progress
H Cap Connect, LLC.

About H Cap Connect, LLC.

Results-driven HR consultant with extensive experience in recruiting and talent management for small to medium-sized businesses. Proven track record of delivering strategic HR solutions to drive organizational success. Skilled in all aspects of the employee lifecycle, from recruitment and onboarding to performance management and employee relations. Expertise in developing and implementing HR policies, procedures, and programs to ensure compliance with employment laws and regulations. Strong interpersonal and communication skills, with a keen ability to build and maintain relationships with clients and candidates. Adept at managing multiple projects simultaneously and adapting to changing business needs. Passionate about helping businesses thrive by attracting, retaining, and developing top talent.

Industry
Consulting & Advisory
Company Size
Unknown
Headquarters
Stow, OH
Year Founded
2014
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