IHT Wealth Management · 13 hours ago
Senior Financial Advisor
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years exp
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Hiring Manager
Molly Rose Pasman
Insider Connection @IHT Wealth Management
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Provide personalized financial planning and investment strategies for your clients
Utilize IHT’s resources, including access to multiple custodians, regulatory compliance, and operational support
Manage all aspects of your business while growing your client base
Qualification
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Required
Bachelor’s degree
10+ years of financial advisory experience
Extensive knowledge of financial planning and investment management
Strong interpersonal skills
Series 65 or Series 66 and/or Series 7
$50M transferable book of business or $300,000 in T-12 production
Benefits
Access to compliance and OSJ support, U-4 filings, IARD renewals, and ongoing regulatory updates
Multiple custodial relationships for flexibility in client service
Access to IHT’s model investment portfolios
Maintained corporate website and featured Bio on IHT’s national website
Open architecture investment platform
Personalized transition plan and full onboarding support to ensure seamless experience from previous institution to IHT
In-House Estate Attorneys, Accounting Services, Trust Services, and 401(k) specialists
Client Billing
Negotiated rates for third party vendors
Option for own DBA
Company
IHT Wealth Management
IHT Wealth Management provides highly individualized client service and focuses on offering financial solutions.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Catarina Edwards
Chief Development Officer (CDO)
Lance Murray
Chief Compliance Officer
Company data provided by crunchbase
