QUALIFICATIONS- Bachelor'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.
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.
BENEFITS WE OFFER: - Competitive Base Salary + Variable Compensation
- Lucrative New Business & Employee Referral Bonuses.
- 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.
- Annual Performance Reviews.
Please see the Below link for Benefit details:
HBKS Benefits
