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Advisor Associate

Company: HBKS Wealth Advisors
Location: Fort Myers
Posted on: November 11, 2019

Job Description:

HBKS Wealth Advisors, a regional, independent personal financial planning and wealth management firm, is seeking an Advisor Associate for its Fort Myers, Florida office. This individual will work as part of a multi-disciplinary team servicing clients in both Fort Myers and Sarasota, Florida. 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 exists for talented team members. We offer competitive salary and benefits packages. Advisor Associate responsibilities include:
  • Working with the local team's administrative assistants, supervise 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. Qualifications: Ideal candidate will have at least 2 to 5 years of previous experience as a licensed administrative assistant supporting a financial advisor, or as a personal financial advisor/planner. The ideal candidate will also possess the Series 7, 63 & 65, or 66 and insurance licenses, be highly motivated and have a strong desire to succeed. Excellent organizational, communication, interpersonal and computer skills are required. Educational requirements: An associate or bachelor's degree in business or finance is preferred. Industry-related professional designations are attractive.

Keywords: HBKS Wealth Advisors, Fort Myers , Advisor Associate, Other , Fort Myers, Florida

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