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Operations – Fee Specialist
HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we’ve made something happen for our clients. If you want a career that is all about helping people, you’re the kind of person we’re looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Operations Fee Specialist.
SUMMARY:
The Operations Fee Specialist works directly with the Operations Team under the direction of the Chief Operating Officer in responsibility and authority. Operations Fee Specialists are responsible for performing and/or assisting in revenue calculation and related business management processes, and information & technology duties.
RESPONSIBILITIES
Every employee works for HBKS Wealth Advisors, not just for a particular Principal or department. Accordingly, HBKS team members are expected to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the above job description. This job description is subject to revision by management when client service needs change.
BENEFITS WE OFFER:
HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Full Time
Investment Management
$105k-132k (estimate)
05/08/2024
07/06/2024
hbkswealth.com
PHILADELPHIA, PA
<25
2001
CANDICE OAKLEY
<$5M
Investment Management
HBKS Wealth Advisors is distinguished by its comprehensive, customized and objective approach to managing wealth. Consistently recognized by national industry listing and rating entities for investment advisors based on size and services offered, HBKS is in the $1 billion-and-over asset category based on assets under management, with increasing AUM of more than $5 billion. Today, HBKS advisors in 12 offices operate with a family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. Insurance produ...cts offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors. Not FDIC Insured Not Bank Guaranteed May Lose Value, Including Loss of Principal Not Insured By Any State or Federal Agency.
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