Financial Advisor

HBKS Wealth Advisors is an independent personal financial planning and wealth management firm seeking a Financial Advisor. The ideal candidate will have a Bachelor's degree in business or finance, 5+ years of experience, and industry-related professional designations. The role involves developing comprehensive financial plans, providing investment advisory services, and helping the firm grow through new client acquisition and retention.

Requirements

• Bachelor's Degree in business or finance
• 5+ years' experience as a personal financial advisor/planner
• Industry related professional designations such as CFP preferred
• Series 7, 63, 65, or 66 licenses
• Insurance licenses

Benefits

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Anniversary Bonus
• Open Paid-time-off policy
• 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