Direct message the job poster from IHT Wealth Management
Matt Hilding
President at 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
Bachelor's degree
5+ years of industry experience
Strong understanding of financial planning and investments
Excellent interpersonal skills
Transferable $50m Book of Business
Benefits
Privately owned and operated
W2 platform offering turn-key infrastructure and support
1099 platform offering compliance and back-office solutions
Healthcare benefits
Collaborative working environment
Seniority level
Not Applicable
Employment type
Full-time
Job function
Finance
Industries
Financial Services
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