Financial Advisor

## Financial Advisor Apply remote type:
Hybrid locations:
Naples, FLtime type:
Full time posted on:
Posted 10 Days Agojob requisition :
JR100141

HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG—we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.  

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.  

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for.

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family.  
** Financial Advisor
** HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $7 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.

Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for.

Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Financial Advisor.
** QUALIFICATIONS
* ** Bachelor’s degree in business or finance.
* 4+ years’ experience as a personal financial advisor/planner
* Industry related professional designations such as CFP preferred
* The ideal candidate will possess the Series 65 & insurance licenses
* This individual will be highly motivated with a strong desire to succeed.
* Excellent organizational, communication, interpersonal, and computer skills required.
** RESPONSIBILITIES
* ** Developing comprehensive, fee-based personal financial plans for individuals and families.
* Providing various investment advisory services including proposal development, asset allocation modeling, etc.
* Some trading and rebalancing of client portfolios.
* Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
* Responding to various client service requests throughout the year.
* Helping the firm grow through acquisition of new clients and retention of existing clients.
** BENEFITS WE

OFFER:

*** Competitive Compensation
* Lucrative New Business & Employee Referral Bonuses
* Anniversary Bonus
* Open Paid-time-off policy for professional staff
* We provide…