Wealth Advisor: Holistic Planning & Client Growth

Hbkswealth; Town of Florida (NY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with company match

Flexible work environment

Medical, dental, and vision insurance

Tuition Reimbursement

Job summary

Hbkswealth is seeking a Financial Advisor to join our dynamic team in New York. You will develop comprehensive financial plans and provide investment advisory services for individuals and families.

We offer 401(k) matching, medical benefits, and a flexible work environment, centered on maintaining a work/life balance. Ideal candidates should possess a bachelor's degree in finance or business, with a minimum of 4 years experience as a financial advisor.

Qualifications

• Bachelor's degree in business or finance is required.
• Minimum 4 years of experience as a personal financial advisor.
• Professional designations like CFP are preferred.

Responsibilities

• Develop comprehensive, fee-based personal financial plans.
• Provide various investment advisory services.
• Meet with clients to review financial and investment plans.
• Respond to various client service requests.
• Help grow firm through client acquisition and retention.

Skills

4+ years’ experience as a personal financial advisor/planner

Excellent organizational skills

Strong communication skills

Interpersonal skills

Computer skills

Education

Bachelor’s degree in business or finance

Industry related professional designations such as CFP preferred

Tools

Series 65 license

Insurance licenses

Job description

Hbkswealth is seeking a Financial Advisor to join our dynamic team in New York. You will develop comprehensive financial plans and provide investment advisory services for individuals and families.

We offer 401(k) matching, medical benefits, and a flexible work environment, centered on maintaining a work/life balance. Ideal candidates should possess a bachelor's degree in finance or business, with a minimum of 4 years experience as a financial advisor.