Wealth Advisor (Hybrid) - High-Impact Financial Planning

HBKS Wealth; Florida; Hybrid; USD 70.000 - 120.000; Vollzeit

Benefits dieser Stelle

Competitive base salary + variable pay

401(k) plan with match & profit share

Medical, dental, vision insurance

Company paid life insurance

Disability & other insurance

Paid holidays & PTO

Tuition reimbursement

Annual performance reviews

Zusammenfassung

HBKS Wealth Advisors in Stuart, FL is seeking a seasoned Financial Advisor to develop comprehensive, fee-based financial plans for individuals and families. You will provide investment advisory services, asset allocation modeling, and occasional trading or rebalancing to align client portfolios with goals.

You will meet with clients individually or with a HBKS partner to review plans, respond to service requests, and contribute to growth through new client acquisition and retention.

Qualifikationen

• Bachelor’s degree in business or finance.
• 5+ years’ experience as a personal financial advisor/planner.
• CFP or similar designation preferred.
• Series 7, 63, 65, or 66 and insurance licenses.
• Strong communication and client service skills.

Aufgaben

• Develop comprehensive, fee-based financial plans for individuals and families.
• Provide investment advisory services and asset allocation modeling.
• Meet with clients individually or with a HBKS partner to review plans.
• Respond to client service requests throughout the year.
• Help grow the firm with new clients and retention.

Kenntnisse

Strong communication

Interpersonal skills

Organizational skills

Computer skills

Ausbildung

Bachelor's degree in business or finance

CFP designation preferred

Series 7/63/65/66 licenses

Insurance licenses

Jobbeschreibung

HBKS Wealth Advisors in Stuart, FL is seeking a seasoned Financial Advisor to develop comprehensive, fee-based financial plans for individuals and families. You will provide investment advisory services, asset allocation modeling, and occasional trading or rebalancing to align client portfolios with goals.

You will meet with clients individually or with a HBKS partner to review plans, respond to service requests, and contribute to growth through new client acquisition and retention.