Financial Advisor

HBKS Wealth; Florida; Hybrid; USD 70.000 - 120.000; Vollzeit

Benefits dieser Stelle

Competitive base salary + variable pay

401(k) plan with match & profit share

Medical, dental, vision insurance

Company paid life insurance

Disability & other insurance

Paid holidays & PTO

Tuition reimbursement

Annual performance reviews

Zusammenfassung

HBKS Wealth Advisors in Stuart, FL is seeking a seasoned Financial Advisor to develop comprehensive, fee-based financial plans for individuals and families. You will provide investment advisory services, asset allocation modeling, and occasional trading or rebalancing to align client portfolios with goals.

You will meet with clients individually or with a HBKS partner to review plans, respond to service requests, and contribute to growth through new client acquisition and retention.

Qualifikationen

• Bachelor’s degree in business or finance.
• 5+ years’ experience as a personal financial advisor/planner.
• CFP or similar designation preferred.
• Series 7, 63, 65, or 66 and insurance licenses.
• Strong communication and client service skills.

Aufgaben

• Develop comprehensive, fee-based financial plans for individuals and families.
• Provide investment advisory services and asset allocation modeling.
• Meet with clients individually or with a HBKS partner to review plans.
• Respond to client service requests throughout the year.
• Help grow the firm with new clients and retention.

Kenntnisse

Strong communication

Interpersonal skills

Organizational skills

Computer skills

Ausbildung

Bachelor's degree in business or finance

CFP designation preferred

Series 7/63/65/66 licenses

Insurance licenses

Jobbeschreibung

Financial Advisor page is loaded## Financial Advisorremote type: Hybridlocations: Stuart, FLtime type: Full timeposted on: Posted 7 Days Agojob requisition id: JR100301HBKS 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: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