Advisor Associate: Client Services & Wealth Planning

HBKS Wealth Advisors is looking for a dedicated professional in Warrendale to supervise the client-service function of the personal financial planning team. The role involves interaction with clients, scheduling meetings, and assisting in the production of comprehensive financial plans. The ideal candidate will have a Bachelor’s degree in finance or a related major and relevant industry experience. The position offers competitive benefits, a flexible work environment, and opportunities for career growth. #J-18808-Ljbffr