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Charles City

    Senior Financial Advisor - Charles City, United States - IHT Wealth Management

    IHT Wealth Management
    IHT Wealth Management Charles City, United States

    2 weeks ago

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    Description
    2 days ago

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    Direct message the job poster from IHT Wealth Management
    IHT is a firm built by financial advisors, for financial advisors. Founded in 2014, we are headquartered in Chicago with a national footprint.

    With 160+ advisors across the nation, we are looking to grow with like-mined advisors who understand the benefits of owning an independent practice.

    The ideal candidate will deliver personalized investment solutions to help individuals, families and businesses work toward their long-term financial goals.

    Responsibilities
    Provide financial planning support to clients
    Leverage IHT resources including accounting services, estate planning, bookkeeping, bill-pay, investment models and trading
    Qualifications
    5+ years of industry experience
    Strong understanding of financial planning and investments
    Excellent interpersonal skills
    Transferable $50m Book of Business
    Privately owned and operated
    W2 platform offering turn-key infrastructure and support
    1099 platform offering compliance and back-office solutions
    Collaborative working environment
    Seniority level

    Seniority level

    Not Applicable
    Employment type

    Employment type

    Full-time
    Job function

    Job function

    Finance
    Referrals increase your chances of interviewing at IHT Wealth Management by 2x
    Inferred from the description for this job

    Medical insurance
    Vision insurance
    401(k)
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