Financial Advisor

HBKS Wealth Advisors•Naples, FL

76d•Hybrid

About The Position

HBKS Wealth Advisors (HBKS) is a leading independent personal financial planning and wealth management firm with offices in four states and 14 locations, managing approximately $7 billion in assets. As part of the HBK family of companies, which includes HBK CPAs & Consultants, Vertilocity, and HBKVG, HBKS offers comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. The firm is committed to investing in resources and technology for long-term growth and seeks capable, dedicated professionals. HBKS emphasizes a career path where individuals can excel within a dynamic team, supported by the firm's resources. The company culture is described as entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and owners of small to mid-size businesses, acting as consultants and influencers. The role is ideal for someone who wants a career focused on helping people.

Requirements

Bachelor’s degree in business or finance.
4+ years’ experience as a personal financial advisor/planner
Excellent organizational, communication, interpersonal, and computer skills required.

Nice To Haves

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.

Responsibilities

Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting 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.