HBKS Wealth Advisors · 5 hours ago
Financial Advisor
Naples, FL
Full-time
Hybrid
Mid, Senior Level
4+ years expHBKS Wealth Advisors is an independent personal financial planning and wealth management firm seeking a Financial Advisor. The role involves developing comprehensive financial plans, providing investment advisory services, and helping grow the firm's client base.
Angel InvestmentConsultingFinanceFinancial ServicesWealth Management
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
Qualification
Required
Bachelor's degree in business or finance
4+ years' experience as a personal financial advisor/planner
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
Preferred
Industry related professional designations such as CFP preferred
Benefits
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
Open Paid-time-off policy for professional staff
We provide a flexible work environment to offer 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
Disability Insurance
Tuition Reimbursement
Annual Performance Reviews
And Much More…
Company
HBKS Wealth Advisors
HBKS Wealth Advisors provides investment management, insurance, accounting, retirement and financial planning services to its clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Cross
Principal, Chief Operating Officer
Brian Sommers, CFA
Principal, Chief Investment Officer
Recent News
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