Senior Financial Advisor — Wealth Planning & Client Growth

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, 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.