Senior Financial Advisor @ IHT Wealth Management | Jobright.ai
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IHT Wealth Management · 21 hours ago

Senior Financial Advisor

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Financial ServicesWealth Management
Hiring Manager
Matt Hilding
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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

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial Advisory ExperienceFinancial Planning KnowledgeInvestment Management KnowledgeSeries 65 CertificationSeries 66 CertificationSeries 7 CertificationBook of BusinessT-12 Production

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

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IHT Wealth Management provides highly individualized client service and focuses on offering financial solutions.

Funding

Current Stage
Growth Stage

Leadership Team

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Catarina Edwards
Chief Development Officer (CDO)
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Lance Murray
Chief Compliance Officer
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Company data provided by crunchbase
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