T. Anton Investment House, Inc. is growing! If you want to help others become financially independent and you desire to work in a friendly boutique firm that’s completely independent, we would love to talk with you.
T. Anton Investment House, Inc. is a fee only registered investment management and financial planning company. Our goal for our clients is for them to understand their money, their portfolio and to realize their dreams. We help create a roadmap to retirement that incorporates our clients’ risk tolerance, timeline and lifestyle. We work on behalf of our clients as a fiduciary and use no proprietary products.
Employ financial planning strategies in all areas including tax, retirement, investments, insurance, college planning and estate planning.
Develop, present and record financial planning, investment reports and investment advisory recommendations to individuals and families.
Document client information in Customer Relationship Manager (CRM)
Must be a detailed oriented individual who desires to work in a team environment.
Must be able to work on a team to monitor portfolios and implement investment and financial planning changes as needed.
Work to continually improve company investment and financial planning processes.
Support primary advisor and other advisors.
Perform administrative and operational tasks so organizational needs are met.
* Bachelor Degree or Associate Degree in Finance or related field.
* Certified Financial Planner (CFP) not required, but a plus.
* Series 65 licensed (or pass exam within 3-4 months)
* Computer efficiency Microsoft applications
Please send resume, three references and cover letter expressing your qualifications, interest and salary requirements to:
We are a boutique investment management and financial planning company. Our goal is for you to understand your money, your portfolio and help you realize your dreams. We help take the angst out of managing investments, retirement, estate and tax planning. We create a road-map to retirement that incorporates your timeline and your lifestyle.