HTG Investment Advisors Inc. · 6 days ago
Personal Financial Advisor
New Canaan, CT
Full-time
Hybrid
Mid, Senior Level
3+ years expHTG Investment Advisors Inc. is an independent fee-only wealth management firm dedicated to helping individuals and families achieve their financial goals. The Personal Financial Advisor will manage existing client relationships, provide financial and investment advice, and participate in business development efforts to enhance the firm's visibility and client base.
AdviceAsset ManagementFinancial ServicesWealth Management
Hiring Manager
Lex Zaharoff
Responsibilities
Manages existing client relationships, as the client’s primary advisor or working in partnership with a more experienced advisor. Provides financial and investment advice across a number of disciplines including investments, portfolio planning, retirement, tax, insurance and estate planning. Identifies clients’ goals and implements appropriate portfolios based on firm guidance. Pro-actively communicates financial planning opportunities and investment performance to clients and responds promptly to all client requests
Participates in business development by meeting with prospects, identifying their needs and explaining the firm’s capabilities
Increases awareness of the firm by writing blogs, speaking publicly, building relationships with other professional firms, and engaging in community activities
Leads or participates in firm wide activities and projects, usually on a rotational basis. These may include marketing, compliance, events or technology
Qualification
Required
3-7 years of relevant experience in financial services
College degree required
Analytical, organized and detail-oriented
Very comfortable working with numbers, spreadsheets and analyzing data
Well-rounded knowledge of financial markets and investments particularly with respect to investment vehicles, asset allocation and portfolio construction
Familiar with personal finance concepts with respect to taxes, investments, insurance, and retirement vehicles
Ability to develop trust, convey professional presence and provide thoughtful advice to high-net-worth clients
Ability to work independently, yet collaboratively with all team members
Strong communication and interpersonal skills including writing, listening, empathy, and emotional intelligence
Familiar with cloud-based computing environments, CRMs and portfolio management systems
Able to learn software applications quickly and become proficient
Deep understanding of Microsoft Excel and Word
Familiarity with Morningstar and database systems a plus
Preferred
Experience providing advice to individual clients at a financial services firm a plus
Having or pursuing an MBA or professional designations such as a CFP or CFA a plus
Benefits
Safe Harbor 401(k) plan with discretionary profit sharing.
Annual vacation of 17 days plus federal holidays.
Subsidized group health insurance.
Opportunities for professional growth and continuing education reimbursement
Company
HTG Investment Advisors Inc.
Founded in 1993, HTG is a fee-only, Registered Investment Advisor dedicated to helping individuals and families achieve their financial goals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeanne Gnuse
Founder
Company data provided by crunchbase