Advisor Associate

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. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. 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 people choose their own 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 high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers 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 Advisor Associate.

Qualifications

• Bachelor’s degree in finance, or related major, strongly preferred.
• Series 7, 63 & 65, or 66 and insurance licenses, or interested in obtaining within a reasonable timeframe, preferred.
• Financial Services Industry experience preferred.
• CRM and MS Office Suite experience preferred.
  
  

Responsibilities

• Working with the local team’s administrative assistants, along with supervising the client service function of the personal financial planning team.
• Interact with the team’s financial planning and wealth management clients on a day-to-day basis, scheduling meetings, responding to issues, and handling requests.
• Periodically meet with clients on a team basis with one of the firm’s financial advisors or senior financial advisors.
• Correspond regularly with clients, home office staff, broker-dealer and custodian representatives on a range of team management and client service matters.
• Assist with the production of comprehensive financial plans.
• Assist with the production of investment management proposals.
  
  

BENEFITS WE OFFER:

• Competitive Compensation
• Lucrative New Business & Employee Referral Bonuses
• Open Paid-time-off policy for professional staff
• 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
• 5 Paid holidays
• Disability Insurance
• Annual Performance Reviews
• And Much More…
  
  

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.