As we have grown our firm, we haven’t publicized openings. In hindsight, it seems silly not to inform our network. From now on, we’ll let you know when we’re looking to add to our team, and we’re hoping you’ll help us spread the word.

We are currently searching to fill two select positions: an Associate Advisor and a Client Service Associate.

The Associate Advisor position is based in St. Louis. The primary role is to support the leaders of Hillfolio®, and Hill Investment Group in serving clients. This includes assisting with planning, client account maintenance, and preparation for client review meetings. The ideal candidate will eventually participate in client meetings.

The Client Service Associate position is based in St. Louis. The primary role is to provide legendary service in client account setup, maintenance, and billing. The ideal candidate will be the in-house expert in preparing for client meetings, trading, and working with providers.

Who Should Apply?

Curious learners with strong interpersonal skills who take ownership, prioritize personal and professional growth, and have a strong desire to make a positive impact on our clients’ lives.

If you think you know of a candidate we should consider, please have them learn more by emailing us here.

In a recent client newsletter teaser, we were excited to leak the news that Hill Investment Group was a finalist in the St. Louis Business Journal’s 2019 Best Places to Work. Today, we are honored to announce the results. Drumroll, please! 

HIG took second place in the small, 10–49 employee category.

Out of 250 nominations and 85 finalists among all categories, we think that represents admirable odds on our results. (“Odds On” … get it?)

You can read all about it here.

As much as we’re enjoying the recognition, we’re also happy to share what we’ve learned with other business owners interested in building similar corporate cultures in their offices. Since successful employees help generate successful outcomes, we figure everyone comes out ahead.

Want to learn more? Give us a call. In the meantime, here’s one of our favorite tips from our spotlight in the St. Louis Business Journal:

“[HIG’s] leadership believes in helping identify each team member’s unique ability. When you know what you do well and get to spend the majority of your time doing it, then work doesn’t feel like work – it’s fun.”

Today’s news is a two-for-one deal, introducing our new team member PJ McDaniel, as well as Hillfolio™, our ground-breaking new digital platform. We’d be hard-pressed to decide which we’re more excited about! Fortunately, we don’t have to. In a perfect pairing, PJ has joined our St. Louis office to oversee the new service.

What’s Hillfolio? We’re glad you asked! Hillfolio will bring evidence-based investing and institutional-level portfolio management to a wider audience, including those who might not otherwise be able to experience the high-touch care we strive to make the hallmark of every investor’s experience here at HIG. We’ll be covering it in more detail in the months ahead; for now, call it one of our most ambitious dreams being realized.

Back to PJ. Although new to the team, his relationship with us began six years ago, when he and Matt Hall both began serving on the Saint Louis Club board. Besides bonding over their status as the group’s “young guys,” they also became co-mentors, each learning from the other’s perspectives.

PJ had spent more than a decade in alternative investment sales. As he consulted with financial advisors across the country, he kept seeing huge variations in the quality of advice investors were receiving … and it bothered him. From Matt, he grew to appreciate the powerful differences a fiduciary mindset and efficient evidence-based investing can bring to people’s investment outcomes.

“I am excited to play a direct role in moving more people into evidence-based investing,” says PJ. “Once you understand that you cannot predict the markets, you get to focus your time on family, friends and other activities that make life enjoyable.”

For Matt, PJ’s experience in launching and growing new businesses was equally inspirational.

Call it fate or just good timing, but as PJ found himself increasingly uncomfortable in his career, we were beginning to seriously advance our Hillfolio platform, to the point where we needed a new team member to become its full-time champion. That’s when we and PJ realized we had a unique opportunity to join forces on our shared dream to put logic, data and evidence to work for every investor.

In addition to his 13-year career as a financial professional and an advisor to advisor firms, PJ holds a bachelor’s degree in business administration from Regis University. He also was selected to attend a “Semester at Sea” program where he studied international finance. Married in 2008, PJ and his wife have grown “the McDaniel tribe” to a party of five, including their three boys Jack (6), Patrick (4) and Henry (2). His wife is an accomplished evidence-based dietitian, cookbook author, corporate wellness guru, and media spokesperson who you may have seen on St. Louis’ local Fox 2 station.

When he’s not working or parenting, PJ can be found running, swimming or playing a round of golf. During his college years, he was a caddy at an exclusive country club, where he had the opportunity to caddy for Tiger Woods, then-sitting President Clinton, and countless other characters. Reflecting on the experience, PJ says, “Whether you watch a pro player or the leader of the free world duff a chip, it reminds you that we’re all human. The real eye-opener is how people handle or recover from their mistakes.” This is a lesson he hopes to instill in his boys as they grow old enough to take on summer jobs of their own.

Please join us in welcoming PJ to the HIG team … and watch for unfolding Hillfolio news to come!