About this role
Financial Advisor at Hbkcpa. Location: Erie, Pennsylvania, United States. Role: developing plans, providing advisory, meeting clients Requirements: Bachelor's in business or finance, 5+ years as a personal financial advisor/planner, Series 7/63/65/66 and insurance licenses preferred, CFP preferred; strong communication, organizational and computer skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 63, series 65, series 66, insurance, cfp Commitment: Full Time Workplace: Onsite Languages: English