Financial Advisor

QualificationsBachelor’s Degree in business or finance. 5+ years’ experience as a personal financial advisor/planner. Industry related professional designations such as CFP preferred. The ideal candidate will possess the Series 7, 63, 65, or 66 as well as insurance licenses. This individual will be highly motivated with a strong desire to succeed. Excellent organizational, communication, interpersonal, and computer skills required. ResponsibilitiesDeveloping 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. Benefits We OfferCompetitive Compensation. Lucrative New Business & Employee Referral Bonuses. Anniversary Bonus. Open Paid-time-off Policy. We provide a flexible work environment to offer work/life balance. 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.And Much More…Please See The Below Link For Benefit DetailsHBKS Benefits