About this role
Financial Advisors at Hbkcpa. Location: Stuart, Florida, United States. Role: developing plans, advising investments, meeting clients Requirements: Bachelor's in business/finance, 4+ years as a personal financial advisor/planner, Series 65 and insurance licenses ideal, CFP preferred, strong communication, organizational and computer skills. Category: Finance and Accounting Seniority: Mid Level Certifications: series 65, insurance, cfp Commitment: Full Time Workplace: Hybrid Languages: English