Talent.com
Financial Advisor
Financial AdvisorHBKS Wealth Advisors • Conshohocken, PA, United States
Financial Advisor

Financial Advisor

HBKS Wealth Advisors • Conshohocken, PA, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Financial Advisor

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 Financial Advisor.

QUALIFICATIONS

  • Bachelor's Degree in business or finance.
  • 4+ years' experience as a personal financial advisor / planner
  • Industry related professional designations such as CFP preferred
  • The ideal candidate will possess the Series 65 & insurance licenses
  • This individual will be highly motivated with a strong desire to succeed.
  • Excellent organizational, communication, interpersonal, and computer skills required.

RESPONSIBILITIES

  • Developing comprehensive, fee-based personal financial plans for individuals and families.
  • Providing various investment advisory services including proposal development, asset allocation modeling, etc.
  • Some trading and rebalancing of client portfolios.
  • Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
  • Responding to various client service requests throughout the year.
  • Helping the firm grow through acquisition of new clients and retention of existing clients.
  • BENEFITS WE OFFER :

  • Competitive Compensation
  • Lucrative New Business & Employee Referral Bonuses
  • Anniversary Bonus
  • 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
  • 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.

    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.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

    serp_jobs.job_alerts.create_a_job

    Financial Advisor • Conshohocken, PA, United States

    Job_description.internal_linking.related_jobs
    This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

    This website uses cookies to allow for its correct operation and the services offered. For further information, please consult ourCookiePolicy.

    Santander • Conshohocken, PA, US
    serp_jobs.job_card.full_time
    Financial Advisor - Centralized, Conshohocken, PA.Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset.Our focus is on ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist in Haverford, PA

    Licensed Marriage and Family Therapist in Haverford, PA

    LifeStance Health • Lansdale, PA, US
    serp_jobs.job_card.full_time
    We are actively looking to hire talented therapists in the area, who are passionate about patient care and committed to clinical excellence. Wanting to deliver high quality behavioral healthcare.Int...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Associate Financial Advisor

    Associate Financial Advisor

    Wescott Financial Advisory Group • Harleysville, PA, United States
    serp_jobs.job_card.full_time
    Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an.Wescott advisors utilize their substantial planning experience and strong relationship management skills...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Entry Level - Financial Advisor - (PA, Erie, Pittsburgh) (WV, Morgantown) (3963)

    Entry Level - Financial Advisor - (PA, Erie, Pittsburgh) (WV, Morgantown) (3963)

    Equitable Services • Bala Cynwyd, PA, United States
    serp_jobs.job_card.full_time
    Entry Level – Financial Advisor - (PA, Erie, Pittsburgh) (WV, Morgantown) (3963) ( 200004B3 ).Our network of over 4,300 financial professionals across the U. In total, ​​Equitable​ Advisors serves 2...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Wealth Advisor III

    Wealth Advisor III

    Tompkins Community Bank • Plymouth Meeting, PA, United States
    serp_jobs.job_card.full_time
    The Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new client relationships. This individual will have a broad and deep under...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Radnor Twp, PA, United States
    serp_jobs.job_card.full_time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    EntryLevel Financial Advisor

    EntryLevel Financial Advisor

    Evolution Financial Group • Media, PA, United States
    serp_jobs.job_card.full_time
    Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our gro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    SBO Financial Assistance Representative

    SBO Financial Assistance Representative

    Main Line Health • Newtown Square, PA, United States
    serp_jobs.job_card.full_time +1
    Could you be our next Financial Assistance Representative - Single Billing Office at Ellis Preserve, Newtown Square, PA?. Why work as a Financial Assistance Representative - Single Billing Office wi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

    Financial Professionals -Say Goodbye to Prospecting-Join Our Financial Team

    United Placement Group • Norristown, PA, United States
    serp_jobs.job_card.full_time
    Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive Team!.Now Hiring : High-Performing Financial Advisors Who Don’t Prospect. Are you exhausted from prospecting, cold calling, d...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Analyst - Reinsurance - Blue Bell, PA

    Financial Analyst - Reinsurance - Blue Bell, PA

    PMA Companies • Blue Bell, PA, United States
    serp_jobs.job_card.full_time
    Financial Analyst - Reinsurance.Preparation of various general ledger journal entries.Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for variou...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor 2717

    Financial Advisor 2717

    New York Life • Bala Cynwyd, Pennsylvania, United States
    serp_jobs.job_card.full_time
    Financial Professionals help clients identify and achieve their financial goals.We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financia...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Therapeutic Activities Specialist

    Therapeutic Activities Specialist

    Bancroft • Swedesboro, NJ, United States
    serp_jobs.job_card.full_time
    Therapeutic Activities Specialist.Provide supportive and structured vocational services that develop life skills and personal enrichment through meaningful and productive leisure and recreational a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    Spartan Placements LLC • Conshohocken, PA, United States
    serp_jobs.job_card.full_time
    Bachelor's Degree in business or finance.Industry related professional designations such as CFP preferred.The ideal candidate will possess the Series 65 & insurance licenses.This individual will be...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Financial Advisor - Delaware County

    Senior Financial Advisor - Delaware County

    Citadel • Springfield, PA, United States
    serp_jobs.job_card.full_time
    Citadel's Wealth Management team is expanding.Financial Advisors who will use their expertise in investment strategies, securities, and insurance to develop financial plans for our highly regarded ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Advisor

    Financial Advisor

    HBK CPAs & Consultants • Conshohocken, PA, United States
    serp_jobs.job_card.full_time
    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...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Merrill Experienced Financial Advisor

    Merrill Experienced Financial Advisor

    Bank of America • Wayne, PA, United States
    serp_jobs.job_card.full_time
    Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Claim Specialist - Property Field Inspection

    Claim Specialist - Property Field Inspection

    State Farm • Swedesboro, NJ, United States
    serp_jobs.job_card.full_time
    Being good neighbors - helping people, investing in our communities, and making the world a better place - is who we are at State Farm. It is at the core of how we operate and the reason for our suc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Earn on Your Schedule - Drive with Uber

    Earn on Your Schedule - Drive with Uber

    Uber • Telford, Pennsylvania, US
    serp_jobs.job_card.full_time +2
    Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below. Driving with Uber is an alternative to a part-time or full-time job and c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted