Financial Advisor
HBKS Wealth Advisors · Naples, FL · 2 mo ago
Finance$8/hrFull-time
Qualifications
- Bachelor’s degree in business or finance.
- 4+ years’ experience as a personal financial advisor/planner.
- Industry-related professional designations such as CFP preferred.
- 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.
Responsibilities
- Developing comprehensive, fee-based personal financial plans for individuals and families.
- Providing various investment advisory services including proposal development, asset allocation modeling, etc.
- Sometimes trading 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
- Annniversary Bonus
- Open Paid-time-off policy for professional staff
- 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
Pay
Competitive Compensation
Schedule
Flexible Work Environment to Offer Work/Life Balance