Financial Advisor

Qualifications and Experience

HTG Investment Advisors Inc. (HTG) is an independent fee-only wealth management firm located in New Canaan, CT. 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. This position is located in New Canaan, CT.

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 -

Financial services:

• 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.
• 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