Senior Advisor Associate

Senior Advisor Associate

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 Senior Advisor Associate.

OVERVIEW

Senior Advisor Associates assist Financial Advisors, Senior Financial Advisors, and Principals in providing services to our clients. As such, a Senior Advisor Associate will cover a wide range of responsibilities while working under the direction of those individuals across HBKS' Mid-Atlantic Region. The Mid-Atlantic region includes our King of Prussia, PA, our Conshohocken, PA, our Holmdel, NJ, and our Long Island, NY offices. So limited travel may be required.

QUALIFICATIONS

• Bachelor's degree in business or finance strongly preferred.
• 10 years of previous experience as a licensed individual supporting a financial advisory firm or as a financial advisor/planner.
• Series 7, 63 & 65, or 66 and insurance licenses strongly preferred.
• This individual will be highly motivated, have a strong desire to succeed, and will possess strong organizational, communication, interpersonal and computer

RESPONSIBILITIES

• Supervise local client service support, advisor associates, and day-to-day regional office
• Supervise all efforts associated with managing the day-to-day business of client account management, compliance, trade support, and communications.
• Work with financial advisors to communicate deliverables to
• Manage trading and
• Lead team efforts supporting firm operations and firmwide
• Ensure we deliver exceptional client experience for prospects, clients, business partners and
• Interact with the team's financial planning and wealth management clients, scheduling meetings, responding to issues, and handling requests.
• Periodically meet with clients alongside financial advisors or senior financial
• Correspond regularly with clients, home office staff, broker-dealer, and custodian representatives on a range of team management and client service matters.
• Manage the production of comprehensive financial
• Manage the production of investment management
• Complete tasks assigned by Financial and Senior
• Demonstrate efficient work Work must be accurate, organized, and timely.
• Analyze financial planning data and draw reasonable
• Be proficient in processing client business, trades, and other client service
• Identify problem areas in client relationships that need to be discussed with a Financial
• Practice effective communication when completing all work
• Conduct business from a client's office or home when
• Always display reliability & professionalism.
• Maintain strict confidentiality of all clients', and firm,
• Remain current on all professional
• Work overtime as
• Follow firm procedures and comply with firm
• Begin developing a business referral network through participation in business, civic and professional
• Other duties as assigned.

BENEFITS WE OFFER

• Competitive Salary
• Lucrative New Business & Employee Referral Bonuses
• 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 (starts day 1)
• Company Paid Life Insurance
• Affordable Short- & Long-Term Disability Insurance
• Affordable Accidental and Critical Illness Insurance
• 10.5 Paid holidays
• 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.