Financial Advisor

Financial Advisors

QUALIFICATIONS

• Bachelor’s Degree in business or finance.
• 3+ 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.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.