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DiversIQ Charles City, United StatesSave this job with your existing LinkedIn profile, or create a new one. · Save this job with your existing LinkedIn profile, or create a new one. · Your job seeking activity is only visible to you. · Email · Please enter a valid email address. · Welcome back · Sign in to sa ...
Senior Financial Advisor - Charles City, United States - IHT Wealth Management
2 weeks ago
Description
2 days agoBe among the first 25 applicants
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.
ResponsibilitiesProvide 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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