Financial Advisor


HBKS Wealth Advisors


Posted Under: Erie, Pennsylvania jobs in Accounting, Auditing; Accounting, Auditing jobs in zipcode 16501
Posted On: 2020-03-27 00:00:00

Financial Advisor -- HBKS Wealth Advisors (HBKS), a regional, independent personal financial planning and wealth management firm, is seeking a Financial Advisor for its Erie, Pennsylvania office. This individual will work as part of a multi-disciplinary team servicing clients in the region. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is one of the nation's largest accounting and business consulting firms. -- Long-term, significant opportunities for professional advancement and promotions within HBKS Wealth Advisors exist for talented team members. We offer a competitive salary and benefits packages. -- Advisor responsibilities include: -- 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. -- Qualifications: -- Ideal candidate will have at least 5 to 10 years of previous experience as a personal financial advisor/planner. The ideal candidate will also possess the Series 7, 63 & 65, or 66 as well as insurance licenses, be highly motivated and have a strong desire to succeed. Excellent organizational, communication, interpersonal and computer skills are required. -- Educational requirements: -- A bachelor's degree in business or finance and industry-related professional designations such as CFP are preferred.