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Senior Wealth Advisor: Personal Financial Planning

Job in Naples, Collier County, Florida, 33939, USA
Listing for: HBK CPAs & Consultants
Full Time position
Listed on 2026-05-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

HBK CPAs & Consultants is seeking a dedicated Financial Advisor in Naples, Florida. The ideal candidate will have a Bachelor’s degree in business or finance, 4+ years of experience, and the ability to develop comprehensive financial plans for clients.

Competitive compensation and robust benefits include a flexible work environment, 401(k) matching, and medical insurance. If you are eager to help clients achieve their financial goals, consider joining our team.

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Position Requirements
10+ Years work experience
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