Investment Consultant

Hooker & Holcombe, West Hartford, CT

If you are an entrepreneurial leader who enjoys a team-based environment, then consider joining Hooker & Holcombe (H&H), a leading mid-sized retirement and investment consulting firm dedicated to delivering innovative and actionable solutions to businesses located throughout the Northeast region. 

Hooker & Holcombe Investment Advisors (HHIA), a member of the Hooker & Holcombe (H&H) family of companies, is seeking a Consultant to play a major role in the growth and delivery of investment advisory services. This key position reports to the President of HHIA and will work closely with the entire HHIA team to advance their strategic initiatives. This position could lead to Ownership in Hooker & Holcombe. The incumbent will demonstrate and support H&H values and Code of Conduct.

Primary responsibilities include, but are not limited to:

  • Building client relationships which could require travel up to 25%, including some overnight travel.
  • Supporting new business development by participating in the RFP process and making sales and conference presentations, etc.
  • Developing a book of business at a point in time mutually agreed upon with the President of HHIA.
  • Providing leadership in internal operations of HHIA as determined by the President of HHIA.
  • Participating in research duties at the fund and asset level.
  • Representing HHIA at conferences, seminars, etc.
  • Collaborating in determining and implementing the long term vision of HHIA.

Job requirements:

  • Bachelor’s Degree in Economics, Finance or similar 4 year degree.
  • Candidates must also have a CFA designation (or candidate).
  • A minimum of five years of experience in a client relationship role, handling moderate to sophisticated institutional clients is required.
  • Local candidates only will be considered.

How to apply:

For consideration, please submit your resume, including salary history and requirements, to RPildis@hhconsultants.com rpildis@hhconsultants.com.

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