Financial Advisor

HBK Sorce Financial LLC; Naples (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and bonuses

Open paid-time-off policy

401(k) plan with company match

Medical, dental, vision, life, and disability insurance

Tuition reimbursement

Annual performance reviews

Job summary

HBK Sorce Financial LLC is seeking a Financial Advisor to join our team in Naples, Florida. In this role, you will develop comprehensive, fee-based financial plans for individuals and families, provide investment advisory services, engage in trading, and support client retention efforts.

The ideal candidate will have a Bachelor’s degree in business or finance and 4+ years of experience in financial advising. We offer competitive compensation, open paid-time-off, and comprehensive benefits including medical, dental, vision, and 401(k) contributions.

Qualifications

• 4+ years’ experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.

Responsibilities

• Develop comprehensive, fee‑based personal financial plans for individuals and families.
• Provide investment advisory services, including proposal development and asset‑allocation modeling.
• Engage in trading and rebalancing of client portfolios.
• Meet with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
• Respond to client service requests throughout the year.
• Assist in acquiring new clients and retaining existing clients.

Skills

Strong motivation

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Education

Bachelor’s degree in business or finance

Tools

Series65 license

Insurance licenses

Job description

Financial Advisor – HBKS Wealth Advisors

HBKS Wealth Advisors is an independent personal financial planning and wealth management firm with offices in four states and approximately $7 billion in assets under management. We are seeking a dedicated Financial Advisor to develop comprehensive, fee‑based personal financial plans for individuals and families.

Qualifications

• Bachelor’s degree in business or finance.
• 4+ years’ experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.
• Series65 and insurance licenses required.
• Strong motivation, organizational, communication, interpersonal, and computer skills.

Responsibilities

• Develop comprehensive, fee‑based personal financial plans for individuals and families.
• Provide investment advisory services, including proposal development and asset‑allocation modeling.
• Engage in trading and rebalancing of client portfolios.
• Meet with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
• Respond to client service requests throughout the year.
• Assist in acquiring new clients and retaining existing clients.

Benefits

• Competitive compensation and bonuses (new business, employee referral, anniversary).
• Open paid‑time‑off policy for professional staff.
• 401(k) plan with company match and profit sharing.
• Medical, dental, vision, life, and disability insurance.
• Short‑ and long‑term disability, accidental and critical illness coverage.
• Paid holidays and tuition reimbursement.
• Annual performance reviews.

Equal Employment Opportunity Statement

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.