Financial Advisor
HBKS LogoNaples, Florida, United States
Posted January 27, 2026
Full Time
About the Company
HBKS Wealth Advisors is an independent personal financial planning and wealth management firm with offices in four states and approximately $7 billion in assets under management.
Job Description
HBKS Wealth Advisors is seeking a Financial Advisor to join their team. As a Financial Advisor, you will be responsible for developing comprehensive financial plans for individuals and families, providing investment advisory services, and helping the firm grow through new client acquisition and retention.
Requirements
- Bachelor's degree in business or finance
- 4+ years' experience as a personal financial advisor/planner
- Industry related professional designations such as CFP preferred
- Series 65 & insurance licenses
- Excellent organizational, communication, interpersonal, and computer skills
Benefits
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary 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