Financial Advisor

HBK Sorce Financial LLC; Florida; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus

401(k) with match

Health insurance

Paid time off

Tuition reimbursement

Life insurance

Job summary

HBKS Wealth Advisors in Florida seeks an experienced Personal Financial Advisor to develop comprehensive, fee-based financial plans for high-net-worth individuals and families. You will provide investment advisory services, asset allocation modeling, and occasional trading and rebalancing, meeting with clients individually or with HBKS partners.

Candidates should have a Bachelor’s degree in business or finance, 5+ years of experience, CFP preferred, and the Series 7/63/65/66 licenses (or

Qualifications

• Bachelor’s degree in business or finance.
• 5+ years’ experience as a personal financial advisor/planner.
• CFP preferred; Series 7, 63, 65, or 66 with insurance licenses.

Responsibilities

• Develop comprehensive, fee-based personal financial plans for individuals and families.
• Provide various investment advisory services including proposal development and asset allocation modeling.
• Some trading and rebalancing of client portfolios.
• Meet with clients individually or with an HBKS partner to review plans.
• Respond to client service requests throughout the year.
• Help the firm grow through acquisition of new clients and retention of existing clients.

Skills

Series 7

Series 63

Series 65

Series 66

CFP designation

Financial planning

Client relations

Education

Bachelor’s degree in business or finance

Job description

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG,we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.

QUALIFICATIONS

• Bachelor’s degree in business or finance.
• 5+ years’ experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.
• The ideal candidate will possess the Series 7, 63, 65, or 66 as well as insurance licenses.
• This individual will be highly motivated with a strong desire to succeed.
• Excellent organizational, communication, interpersonal, and computer skills required.

RESPONSIBILITIES

• Developing comprehensive, fee-based personal financial plans for individuals and families.
• Providing various investment advisory services including proposal development, asset allocation modeling, etc.
• Some trading and rebalancing of client portfolios.
• Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
• Responding to various client service requests throughout the year.
• Helping the firm grow through acquisition of new clients and retention of existing clients.

BENEFITS WE OFFER

• Competitive Base Salary + Variable Compensation Lucrative New Business & Employee Referral Bonuses.
• Anniversary Bonus.
• Open Paid-time-off Policy.
• We provide a flexible work environment to offer work/life balance.
• 401(k) plan with company match and profit sharing.
• Medical, dental, and vision insurance.
• Company Paid Life Insurance.
• Affordable Short- & Long-Term Disability Insurance.
• Affordable Accidental and Critical Illness Insurance.
• 10.5 Paid holidays.
• Disability Insurance.
• Tuition Reimbursement.
• Annual Performance Reviews.
• And Much More…

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Please see the Below link for Benefit details: HBKS Benefits

Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.