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
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