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Senior Financial Advisor

1 month ago

Melville, New York, United States HBK CPAs & Consultants Full time
Senior Financial Advisor

At HBK CPAs & Consultants, we are seeking a highly skilled Senior Financial Advisor to join our team. As a Senior Financial Advisor, you will be responsible for coordinating and rendering services to our clients, enhancing client relations, supervising and developing other team members, and managing all client relationships in accordance with HBKS policies and procedures.

Responsibilities
  • Perform activities associated with the client account and service in a manner consistent with the HBKS Wealth Advisor and associated broker/dealer operations and compliance manuals.
  • Assume all responsibility for client relationships, including personal financial planning, asset management, and protection planning.
  • Be responsible for the completeness and accuracy of information maintained in the HBKS client relationship management system.
  • Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, HBKS and HBKS team members.
  • Place the interests of clients above your own personal interests.
  • Use reasonable care and exercise independent professional judgement when making recommendations.
  • Practice in a professional and ethical manner that will reflect credit on yourself and HBKS.
  • Handle all client relationships, regardless of complexity, in an efficient, timely, and professional manner.
  • Have extensive contact with clients, striving to understand and meet their needs as efficiently as possible.
  • Display a high degree of technical and professional competence, including keeping current on new developments.
  • Possess highly respected professional designations.
  • Demonstrate the ability to analyze financial planning data and draw reasonable conclusions.
  • Display the ability to make sound business decisions.
  • Assists in the recruitment of qualified staff.
  • Maintain good communication with Principals, Financial Advisors, Advisor Associates, and clients to ensure work is performed accurately and efficiently, and to ensure client expectations are met.
  • Supervise Financial Advisors and Advisor Associates; this includes making sure work is delegated effectively and training procedures are being followed.
  • Willingness to invest significant time and energy toward client service, leadership, and firm growth.
  • Maintain strict confidentiality of all clients and the firm business.
  • Enhance existing client relationships and actively seek to develop new relationships with potential clients and referral sources.
  • Demonstrate a strong commitment to the firm by supporting the firm's business plan and exercising excellent business acumen.
  • Follow firm procedures and comply with firm policies as outlined in the HBKS Wealth Advisors Human Resource Manual.
  • Maintain the firm name in the public through speaking engagements, community involvement, and participation in business, civic, and professional activities.
  • Willingness to mentor Associate and Financial Advisors.
Benefits
  • Competitive Compensation
  • Anniversary Bonus
  • 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
  • 10.5 Paid holidays
  • Disability Insurance
  • Tuition Reimbursement
  • 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.