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HBKS Wealth Advisors

Financial Advisors

Stuart, FL · 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 ...

Savant Insights

Financial Advisors

Rockford, IL · On-site

$150K - $175K/yr

In a Senior Financial Advisor role at Savant, you will serve as the primary relationship owner. You'll lead planning-first conversations with high-net-worth clients and engage them around their ...

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How much do financial advisors jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Financial Advisors position, and why are they important?

To thrive as a Financial Advisor, you need strong analytical abilities, knowledge of financial planning principles, and at least a bachelor's degree in finance, business, or a related field, often complemented by licensure such as Series 7 or certifications like CFP. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Excellent interpersonal skills, trustworthiness, and effective communication are highly valued soft skills in this role. These skills are critical for building client relationships, providing sound financial advice, and achieving client financial objectives.

What does a Financial Advisor do?

A Financial Advisor helps individuals and businesses manage their finances by providing guidance on investments, retirement planning, tax strategies, and other financial goals. They assess clients' financial situations, develop customized plans, and recommend strategies to build and protect wealth. Advisors may also monitor financial markets and adjust plans accordingly. Their goal is to help clients make informed decisions to achieve financial security.

What are the typical career advancement opportunities for Financial Advisors?

Financial Advisors can advance their careers in several ways, including moving into senior advisory roles, specializing in areas such as wealth management or retirement planning, or taking on managerial positions within their firm. Many advisors also work towards obtaining advanced certifications like the CFP or CFA, which can open doors to higher-level roles and increase credibility with clients. With experience, some Financial Advisors transition to independent practice or become partners at their firms. Career progression is often tied to client retention, results, and the ability to build a robust client base.

More about Financial Advisors jobs
What cities are hiring for Financial Advisors jobs? Cities with the most Financial Advisors job openings:
What are the most commonly searched types of Financial Advisors jobs? The most popular types of Financial Advisors jobs are:
What states have the most Financial Advisors jobs? States with the most job openings for Financial Advisors jobs include:
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Financial Advisors jobs near you
Infographic showing various Financial Advisors job openings in the United States as of July 2026, with employment types broken down into 89% Full Time, 7% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 5% Hybrid, and 6% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisors

HBKS Wealth Advisors

Stuart, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 29 days ago

Job description

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.
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.
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.
Please see the Below link for Benefit details:
HBKS Benefits

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