HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a financial planning consultant to lead CPA partners and managers in providing value added wealth management services to their clients.

Responsibilities may include:

Facilitating the development of strategic plans for marketing and development of financial services for CPA client firms
Training CPAs in financial service areas, including investment management, retirement plans, and risk management
Developing plans with CPAs to identify and contract prospective clients
Providing analysis to company CPAs on investment, insurance, and annuity products as needed
Maintaining knowledge of industry developments and changes

Requires:

Bachelor's degree
Insurance licensure in Florida
Series 65 or 66
5+ years of financial advisory experience
CFP preferred
Entrepreneurial spirit for first-class client service and growth

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.

We offer a competitive wage, benefits package, and advancement opportunities. EOE

Search Jobs

Sign Up For Job Alerts!