Sarasota, Florida, United States · On-site
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs …
Skills: Administrative Support, Client Relationship Management, Microsoft Word, Microsoft Excel, CRM Software
Conshohocken, Pennsylvania, United States · On-site
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs …
Skills: Administrative Support, Client Relationship Management, Microsoft Word, Microsoft Excel, CRM Systems
Stuart, Florida, United States · Hybrid
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs …
Skills: Financial Planning, Investment Advisory, Asset Allocation, Portfolio Rebalancing, Client Acquisition
Holmdel Township, New Jersey, United States · On-site
$95k–$130k/yr
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs …
Skills: Digital Marketing, Lead Generation, SEO/SEM, HubSpot, Paid Advertising
Erie, Pennsylvania, United States · On-site
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs …
Skills: Financial Planning, Investment Advisory, Asset Allocation Modeling, Portfolio Rebalancing, Client Relationship Management
Naples, Florida, United States · Hybrid
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs …
Skills: Financial Planning, Investment Advisory, Asset Allocation, Portfolio Rebalancing, Client Relationship Management
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Perform administrative tasks including meeting preparation, phone management, and processing account openings and closings. Provide professional support to advisors and clients while maintaining organized records and strict confidentiality.
A high school diploma or GED is required, with a degree in Accounting or Finance preferred. Candidates should have previous office experience and proficiency in Microsoft Office and CRM systems.
HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies—which includes HBK CPAs & Consultants, Vertilocity, and HBKVG—we provide comprehensive financial planning, investment management, and wealth advisory services to high-net-worth individuals, families, and businesses. 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.
QUALIFICATIONS:
High School Diploma or GED required.
Degree in Accounting/Finance preferred.
Previous office experience or training.
Financial Services/Securities industry experience preferred.
Working knowledge of all Microsoft Office applications including Word and Excel as well as the CRM system.
Must have excellent communication, organization, and computer application skills.
Highly motivated to complete assignments and projects accurately and efficiently.
RESPONSIBILITIES:
Performing administrative tasks which includes preparing for advisor/client meetings and managing phone calls.
Handling client requests in an efficient timely manner.
Processing new and/or existing business which includes opening and closing of accounts, handling check deposits/withdrawals, and account maintenance.
Being prompt, efficient and complete when carrying out all tasks assigned by Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals.
Being courteous, pleasant, helpful, and professional at all times.
Maintaining a neat and organized work environment.
Maintaining records and files in a neat and organized manner.
Maintaining strict confidentiality of all clients and firm business.
Maintaining good communication with Advisor Associates, Financial Advisors, Senior Advisors, the Chief Operating Officer, and Managing Principals.
Demonstrating the ability to share information with other Client Support Specialists.
Operating office machines including photocopier, fax, calculator, mail meter and telephone switchboard.
Delivering all in‐coming mail and collecting out‐going mail in time for daily delivery.
Working overtime as needed.
BENEFITS WE OFFER:
Competitive Compensation.
Lucrative New Business & Employee Referral Bonuses.
Anniversary Bonus.
Generous 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…
Please see the Below link for Benefit details:
HBKS Wealth Advisors provides comprehensive financial services and support to individuals and businesses.
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
Offices: 2725 Colonial Ave, Erie, Pennsylvania 16506, US · 101 W Elm St, Suite 350, Conshohocken, Pennsylvania 19428, US · 200 Pinewood Ln, Warrendale, Pennsylvania 15086, US · 6603 Summit Dr, Canfield, Ohio 44406, US · 33 Church St, 2nd Floor, Fredonia, New York 14063, US
HBKS Wealth Advisors provides comprehensive financial services and support to individuals and businesses.
HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.
Offices: 2725 Colonial Ave, Erie, Pennsylvania 16506, US · 101 W Elm St, Suite 350, Conshohocken, Pennsylvania 19428, US · 200 Pinewood Ln, Warrendale, Pennsylvania 15086, US · 6603 Summit Dr, Canfield, Ohio 44406, US · 33 Church St, 2nd Floor, Fredonia, New York 14063, US
