Financial Advisor
HBKS Wealth Advisors · Erie, PA · 3 wk ago
Finance$8/hrFull-time
Qualifications
- Bachelor’s Degree in business or finance
- 5+ years’ experience as a personal financial advisor/planner
- Industry related professional designations such as CFP preferred
- The ideal candidate will possess the Series 7, 63, 65, or 66 as well as insurance licenses
Responsibilities
- Developing comprehensive, fee-based personal financial plans for individuals and families
- Providing various investment advisory services including proposal development, asset allocation modeling, etc.
- Sometrading and rebalancing of client portfolios
- Meting 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
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off Policy
- 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...
Pay
Competitive Compensation
Schedule
Flexible work environment to offer work/life balance