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Full Job Description
Our Firm:
Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. Our purpose is to Manage Complexity and Deliver Simplicity. We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.
Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. Our purpose is to Manage Complexity and Deliver Simplicity. We partner with clients to fulfill their goals and aspirations. We are a firm that clients and employees are proud to work with. We seek innovative solutions to meet client needs, drive firm growth, and create opportunities for team members.
SWP consists of a team of professionals offering personalized financial planning and investment advisory services. Our objective is simple: to provide our clients with successful wealth strategies, independent, objective advice, and personalized service. We take the time to understand our client’s unique circumstances. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Additional firm information can be reviewed online at www.stratwealth.com.
Job Summary:
This individual will be a member of the Business Management Team, supporting the overall team through duties related to employee recruitment, retention, training, benefit administration, and beyond.
Duties and Responsibilities:
Recruiting; scheduling interviews, conducting initial phone screenings, onsite to welcome candidates during scheduled interviews
Employee onboarding; creating the onboarding schedule, onsite to welcome the employee, working closely with the hiring manager and new employee to identify any additional training needed for a successful onboarding
Benefit Administration & Open enrollment; explain plan offerings to new employees, review options during open enrollment, analyze and make recommendations to the executive team for the coming year, present to the team, oversee changes and updates to systems
SWP Internship Program; manage the hiring process (post the job description, screen candidates, make selections), work with the SWP team to identify projects, tasks and capstone project, supervise the interns throughout the summer program
Manager training; hold quarterly training and coaching sessions with people managers
Other HR items; review and refine SWP Handbook policies and procedures, track PTO/DTO, coordinate employee parties and gifts, coordination of the annual review process, and HR reporting
Qualifications:
Demonstration of the SWP Core Values (Initiative, Curiosity, Clear Communication, Team oriented, Humble, acts with Integrity, passionate about Service)
Bachelor’s Degree from an accredited institution
Highly dependable and organized, detail-oriented, and able to meet deadlines
Ability to manage confidential information responsibly
Previous work experience in HR and/or project management
HR certification a plus (SHRM or HRCI)
Experience with a CRM system and employee data management
Desire/ability to work successfully in a small company environment and growing firm
Benefits:
401k Program
Health, Dental, Life, and Disability Insurance
Health Savings Account
Flexible Work from Home Policy
Paid Time Off
Summer Hours
Education Reimbursement (job related)
Salary is competitive based on industry standards.
Salary will be based on experience
Bonus eligible; prorated for the first year of service
SWP is committed to providing opportunities for employees to develop skills and pursue career opportunities.
Interested candidates should apply online at https://www.stratwealth.com/about-us/careers
Strategic Wealth Partners is an Equal Opportunity Employer
