Talent.com
Financial Advisor
Financial AdvisorHBKS Wealth Advisors • Conshohocken, PA, United States
[error_messages.no_longer_accepting]
Financial Advisor

Financial Advisor

HBKS Wealth Advisors • Conshohocken, PA, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[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.

    [job_alerts.create_a_job]

    Financial Advisor • Conshohocken, PA, United States

    [internal_linking.similar_jobs]
    Financial Advisor - Centralized, Conshohocken, PA

    Financial Advisor - Centralized, Conshohocken, PA

    Santander Holdings USA Inc • Conshohocken, PA, United States
    [job_card.full_time]
    Financial Advisor - Centralized, Conshohocken, PA.Country : United States of America.Santander is a global leader and innovator in the financial services industry. We believe that our employees are o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    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
    [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 ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Solutions Advisor -Suburban Philly Market

    Financial Solutions Advisor -Suburban Philly Market

    Bank of America • Conshohocken, PA, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Certified Personal Trainer

    Certified Personal Trainer

    Maxx Fitness Clubs • Quakertown, PA, US
    [job_card.full_time] +1
    Maxx Fitness is looking for committed, friendly, upbeat individuals to become a part of our Personal Training Team!.Fitness can go beyond just a hobby to being a fulfilling and financially rewardin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Athletic Trainer

    Athletic Trainer

    Work Right NW • Logan Township, NJ, US
    [job_card.full_time]
    Work Right is growing! We're looking for a driven, compassionate, and proactive.Monday – Friday | 2 : 30 PM – 11 : 00 PM. Benefits That Make a Difference : .Employer-Paid Health, Vision &a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor 2717

    Financial Advisor 2717

    New York Life • Bala Cynwyd, PA, US
    [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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Certified Financial Advisor

    Certified Financial Advisor

    Vanguard • Broomall, PA, US
    [job_card.full_time]
    Join Vanguard as a Certified Financial Planner in Newtown Square, PA.Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution? Vanguard is see...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Spartan Placements, LLC • Conshohocken, PA, US
    [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 individu...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Financial Advisor

    Associate Financial Advisor

    Wescott Financial Advisory Group LLC • Harleysville, PA, US
    [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...[show_more]
    [last_updated.last_updated_30] • [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, US
    [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, col...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Investment Advisor

    Senior Investment Advisor

    Wilmington Savings Fund Society • Berwyn, PA, US
    [job_card.full_time]
    Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst - Reinsurance - Blue Bell, PA

    Financial Analyst - Reinsurance - Blue Bell, PA

    PMA Companies • Blue Bell, PA, United States
    [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...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Outside Sales Representative - Trench Safety

    Outside Sales Representative - Trench Safety

    Sunbelt Rentals • Trainer, PA, United States
    [job_card.full_time]
    Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed to outfit a job...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Vista Wealth Solutions • Radnor, PA, US
    [job_card.full_time]
    Fifty percent of our advisors under 40 are reaching remarkable heights, earning over $200,000.Our Advisors own their clients and data. We support and help our Advisors and teams build, manage, and m...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Sentinel Asset Management LLC • Villanova, PA, US
    [job_card.full_time]
    On-target earnings up to $250,000+.Conshohocken, PA (Onsite work required).Relocation assistance is available!.Business Hours Monday - Friday, plus availability for leading evening seminars or meet...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Trainer

    Personal Trainer

    Svetness Personal Training • Gibbstown, NJ, US
    [job_card.full_time]
    Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist Assistant

    Travel Physical Therapist Assistant

    Core Staffing • Pennsburg, PA, US
    [job_card.full_time]
    Core Staffing is seeking a travel Physical Therapy Assistant for a travel job in Pennsburg, Pennsylvania.Job Description & Requirements. Pay package is based on 8 hour shifts and 40 hours per we...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist Assistant

    Travel Physical Therapist Assistant

    LRS Healthcare - Allied • Pennsburg, PA, US
    [job_card.permanent]
    LRS Healthcare - Allied is seeking a travel Physical Therapy Assistant for a travel job in Pennsburg, Pennsylvania.Job Description & Requirements. LRS Healthcare - Allied Job ID #81-00995.Pay pa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]