And the job listing Expires on August 21, 2025
Full-Time Job, Internship Accounting, Data Analytics, Economics & Finance
HTG Investment Advisors Inc. (HTG) is an independent fee-only wealth management firm. Founded in 1993, HTG is a SEC Registered Investment Advisor serving over 300 families and managing over $900 million in assets.
HTG’s mission is to help individuals and families achieve their financial goals by understanding their unique family and financial circumstances and create a customized plan to meet their objectives through a blend of financial planning and investment management.
HTG is seeking a professional who will join our team of fourteen to work with clients and colleagues in providing outstanding advice and service to our clients.
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.
Skill Sets / Qualifications –
* 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.
Client service and teamwork:
* 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.
Technology:
* 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.
Qualifications and Experience
* 3-7 years of relevant experience in financial services. Experience providing advice to individual clients at a financial services firm a plus.
* College degree required. Having or pursuing an MBA or professional designations such as a CFP or CFA a plus.
Career and other interests
* Desire to work in a small, entrepreneurial firm.
* Interested in a long-term working relationship. Flexible work hours available and an initial start as part-time open for discussion.
* Demonstrated interest in the financial planning / investment advisory profession.
Compensation and Benefits
* Competitive salary and bonus commensurate with experience.
* Compensation not tied to client acquisition.
* 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
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