Financial Advisor

HBKS Wealth Advisors; Town of Florida (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive Compensation

Flexible work environment

401(k) plan with company match

Medical, dental, and vision insurance

Tuition Reimbursement

Job summary

A financial services firm located in New York is seeking a dedicated Financial Advisor to develop personalized financial plans and provide investment advisory services. The ideal candidate should possess a bachelor's degree in business or finance, along with over four years of experience in financial advising. This role is pivotal in helping clients achieve their financial goals. Competitive compensation and various benefits are offered, emphasizing a flexible work environment that supports work/life balance.

Qualifications

• 4+ years’ experience as a personal financial advisor/planner.
• Industry-related professional designations such as CFP preferred.
• Possession of Series 65 & insurance licenses.

Responsibilities

• Developing comprehensive, fee-based personal financial plans for individuals and families.
• Providing various investment advisory services including proposal development.
• Meeting with clients to review financial and investment plans.

Skills

Organizational skills

Communication skills

Interpersonal skills

Computer skills

Education

Bachelor’s Degree in business or finance

Tools

Investment advisory tools

Job description

HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. 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 as our newest Financial Advisor.

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
• The ideal candidate will possess the Series 65 & 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 Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy for professional staff
• 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…

Equal Employment Opportunity

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.