Financial Advisor

Location
Erie, Pennsylvania
Posted
Jul 31, 2020
Closes
Aug 30, 2020
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced

HBKS Wealth Advisors, an independent regional financial planning and investment advisory firm, is seeking a Financial Advisor for its Erie, PA office. 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 7-10 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: levans@hbkcpa.com.

 



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

Series 65 licensed

7-10 years experience

 

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