Senior Financial Advisor
5 days ago
HBK CPAs & Consultants is seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for providing exceptional financial planning and wealth management services to our clients.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, including investment strategies and risk management.
- Provide ongoing financial guidance and support to clients, including regular reviews and updates.
- Collaborate with other professionals within the firm to ensure seamless delivery of services to clients.
- Stay up-to-date on industry trends and developments, and apply this knowledge to enhance client services.
- Recruit and develop talented professionals to join our team.
- Bachelor's degree in business or finance.
- At least 7 years of experience as a personal financial advisor or planner.
- Industry-related professional designations, such as CFP, are preferred.
- Series 7, 63, 65, or 66 licenses, as well as insurance licenses, are required.
- Excellent organizational, communication, and interpersonal skills.
- Competitive compensation package.
- Anniversary bonus.
- Open paid-time-off policy.
- Flexible work environment to support work-life balance.
- 401(k) plan with company match and profit sharing.
- Medical, dental, and vision insurance.
- Company-paid life insurance.
- Affordable short- and long-term disability insurance.
- Affordable accidental and critical illness insurance.
- 10.5 paid holidays.
- Disability insurance.
- Tuition reimbursement.
- Annual performance reviews.
HBK CPAs & Consultants is an equal opportunity employer 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.
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