Wealth Advisor for High-Net-Worth Clients | Hybrid

Hbkswealth; Naples (FL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive Compensation

Flexible work environment

Medical, dental, and vision insurance

401(k) plan with company match

Job summary

Hbkswealth in Naples, FL is seeking a Financial Advisor to develop personal financial plans and provide investment advisory services. The role requires a Bachelor's degree, 4+ years of experience, and strong communication skills.

The company offers competitive compensation, flexible work environment, and comprehensive benefits including medical insurance and a 401(k) plan with matching.

Qualifications

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

Responsibilities

• Develop comprehensive, fee-based personal financial plans for clients.
• Provide investment advisory services including proposal development.
• Assist in trading and rebalancing of client portfolios.

Skills

Excellent organizational skills

Communication skills

Interpersonal skills

Computer skills

Education

Bachelor's degree in business or finance

Job description

Hbkswealth in Naples, FL is seeking a Financial Advisor to develop personal financial plans and provide investment advisory services. The role requires a Bachelor's degree, 4+ years of experience, and strong communication skills.

The company offers competitive compensation, flexible work environment, and comprehensive benefits including medical insurance and a 401(k) plan with matching.