Financial Advisor
5 days ago
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OnsiteFull-timeMid
Summary
HBKS Wealth Advisors is seeking a Financial Advisor to join their team in Stuart, FL. The role involves developing comprehensive financial plans and providing investment advisory services to clients.
About the Role
As a Financial Advisor, you will be responsible for creating fee-based personal financial plans for individuals and families, providing investment advisory services, trading and rebalancing client portfolios, and meeting with clients to review their financial and investment plans. You will also respond to client service requests and help the firm grow by acquiring new clients and retaining existing ones.
About You
Required:
- Bachelor’s Degree in business or finance.
- 4+ years’ experience as a personal financial advisor/planner.
- Excellent organizational, communication, interpersonal, and computer skills.
Preferred:
- Industry related professional designations such as CFP.
- Possession of Series 65 & insurance licenses.
- Highly motivated with a strong desire to succeed.
Benefits
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- Flexible work environment for work/life balance
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 10.5 Paid holidays
- Tuition Reimbursement
- Annual Performance Reviews
HBKS Wealth Advisors
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
Stuart, FL