Wealth Advisor: Plan & Grow Portfolios | Flexible Perks

HBK Sorce Financial LLC; Florida; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus

401(k) with match

Health insurance

Paid time off

Tuition reimbursement

Life insurance

Job summary

HBKS Wealth Advisors in Florida seeks an experienced Personal Financial Advisor to develop comprehensive, fee-based financial plans for high-net-worth individuals and families. You will provide investment advisory services, asset allocation modeling, and occasional trading and rebalancing, meeting with clients individually or with HBKS partners.

Candidates should have a Bachelor’s degree in business or finance, 5+ years of experience, CFP preferred, and the Series 7/63/65/66 licenses (or

Qualifications

• Bachelor’s degree in business or finance.
• 5+ years’ experience as a personal financial advisor/planner.
• CFP preferred; Series 7, 63, 65, or 66 with insurance licenses.

Responsibilities

• Develop comprehensive, fee-based personal financial plans for individuals and families.
• Provide various investment advisory services including proposal development and asset allocation modeling.
• Some trading and rebalancing of client portfolios.
• Meet with clients individually or with an HBKS partner to review plans.
• Respond to client service requests throughout the year.
• Help the firm grow through acquisition of new clients and retention of existing clients.

Skills

Series 7

Series 63

Series 65

Series 66

CFP designation

Financial planning

Client relations

Education

Bachelor’s degree in business or finance

Job description

HBKS Wealth Advisors in Florida seeks an experienced Personal Financial Advisor to develop comprehensive, fee-based financial plans for high-net-worth individuals and families. You will provide investment advisory services, asset allocation modeling, and occasional trading and rebalancing, meeting with clients individually or with HBKS partners.

Candidates should have a Bachelor’s degree in business or finance, 5+ years of experience, CFP preferred, and the Series 7/63/65/66 licenses (or