Financial Advisor

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