Financial Advisor

Vertilocity; Florida; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive Base Salary

Variable Compensation

New Business & Employee Referral Bonus

Anniversary Bonus

Open Paid-time-off Policy

401(k) with company match and profit分享

Medical, dental, and vision insurance

Company Paid Life Insurance

Disability Insurance

Tuition Reimbursement

Annual Performance Reviews

And Much More…

Job summary

HBKS Wealth Advisors, a leading independent wealth advisory firm, seeks a seasoned financial advisor with 5+ years of experience and relevant licenses. You will develop comprehensive financial plans, provide advisory services, and meet clients to review strategies with HBKS partners.

Ideal candidates hold Series 7/63/65/66 and insurance licenses, with CFP preferred, and excellent communication, organization, and computer skills to excel in this dynamic team.

Qualifications

• Bachelor’s degree in business or finance.
• 5+ years’ experience as a personal financial advisor/planner.
• CFP or related professional designation preferred.
• Series 7, 63, 65, or 66 licenses and insurance licenses.
• Strong motivation and desire to succeed.
• Excellent organizational, communication, interpersonal, and computer skills required.

Responsibilities

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

Skills

Excellent communication

Organizational skills

Interpersonal skills

Computer skills

Education

Bachelor’s degree in business or finance

Tools

Series 7, 63, 65, or 66 licenses

Insurance licenses

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 businessor finance.

• 5+ years’ experience as a personal financial advisor/planner.

• Industry related professional designations such as CFP preferred.

• The ideal candidate willpossessthe Series 7, 63, 65, or 66as well as insurance licenses.

• This individual will be highly motivated witha strong desireto succeed.

• Excellent organizational, communication, interpersonal, and computer skillsrequired.

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 withclients 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) planwith company matchand profit sharing.

• Medical,dental,andvisioninsurance.

• Company PaidLife Insurance.

• AffordableShort- & Long-TermDisability Insurance.

• Affordable Accidental and Critical Illness Insurance.

• 10.5Paid 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