Financial Advisor

Financial Advisor – HBKS Wealth Advisors

HBKS Wealth Advisors is an independent personal financial planning and wealth management firm with offices in four states and approximately $7 billion in assets under management. We are seeking a dedicated Financial Advisor to develop comprehensive, fee‑based personal financial plans for individuals and families.

• Bachelor’s degree in business or finance.
• 4+ years’ experience as a personal financial advisor/planner.
• Industry related professional designations such as CFP preferred.
• Series
  65 and insurance licenses required.
• Strong motivation, organizational, communication, interpersonal, and computer skills.

• Develop comprehensive, fee‑based personal financial plans for individuals and families.
• Provide investment advisory services, including proposal development and asset‑allocation modeling.
• Engage in trading and rebalancing of client portfolios.
• Meet with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
• Respond to client service requests throughout the year.
• Assist in acquiring new clients and retaining existing clients.

• Competitive compensation and bonuses (new business, employee referral, anniversary).
• Open paid‑time‑off policy for professional staff.
• 401(k) plan with company match and profit sharing.
• Medical, dental, vision, life, and disability insurance.
• Short‑ and long‑term disability, accidental and critical illness coverage.
• Paid holidays and tuition reimbursement.
• Annual performance reviews.

HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.