What are the responsibilities and job description for the Financial Advisor position at HTG Investment Advisors Inc.?
The ideal candidate will work with clients to identify long-term goals and objectives and will deliver personalized financial planning and investment advice in keeping with those goals. Will participate in business development and promoting the firm through a variety of means.
Responsibilities
- Provide financial planning
- Manage investment portfolios in keeping with overall investment strategy of the firm
- Serve as client liaison and manage client relationships.
Qualifications
- Bachelor's degree
- 5 years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
HTG is an independent fee only wealth management firm, comprised of 14 professionals.
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.
Contact us at Lex@htgadvisors.com