Financial Advisor

Location
We have 11 locations and are hiring to support our growth.
Salary
Negotiable
Posted
Apr 22, 2021
Closes
May 22, 2021
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

HBKS Wealth Advisors, an independent regional financial planning and investment advisory firm, is seeking a Financial Advisor for several of our locations. Our partnership with one of the nation’s largest Certified Public Accounting and business consulting firms has provided us with many additional clients who are in need of our services.

 The ideal candidate should have a CFP designation, a Series 65, and at least 3-5 years previous experience as a Financial Advisor/Planner working with high net worth individuals and their families.  The candidate needs to be highly motivated and have a strong desire to succeed.  Excellent communication, interpersonal and computer skills are required.

 Responsibilities will include managing client relationships, developing new relationships, and delivery of timely, high quality financial plans and investment advisory and insurance services.

 We offer a competitive salary and benefit package.  Please submit resume via email to: mwilliams@hbkswealth.com.

 

 

 

CFP designation preferred (or in the process of obtaining it)

 

 

Series 65 licensed

3-5 years experience minimum

 

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