About this role
Financial Advisor at Hbkcpa. Location: Naples, Florida, United States. Role: developing plans, managing investments, trading portfolios Requirements: Bachelor's in business/finance required, 4+ years as a financial advisor/planner, Series 65 and insurance licenses preferred, 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