Advisor

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 $650 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 twelve 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.
• Acquires new relationships by meeting with prospects, identifying their needs and explaining the firm’s capabilities.
• Increases awareness of the firm by writing blogs, speaking publically, building relations 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, custody and portfolio management systems. Able to learn applications quickly and interested in understanding more advanced features.

• Deep understanding of Microsoft Excel and Word. Familiarity with Morningstar and database systems a plus.

Other 

• 5+ 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.