Administrative Assistant

HBK Sorce Financial LLC, a regional financial planning and investment advisory firm is seeking a full-time Administrative Receptionist for its Stuart, Florida office to provide administrative and front desk support to Financial Advisors and Principals including, typing, filing, scheduling appointments and receptionist duties.

Candidates should have a miimum of 3-5 years previous office experience, preferably in the Financial Service arena, excellent communication skills and interpersonal skills, strong computer skills, and knowledge of basic office machines. Excellent organizational skills, telephone etiquette skills, independent judgment, high degree of confidentiality and ability to multi-task and prioritize are required. Series 7,63 & 65 or 66 license is a plus.

We offer a competitive salary and benefit package. Interested individuals should reply in confidence with resume to: S. Swindler, 1000 SE Monterey Commons Blvd., Stuart, Florida 34996, email sswindler@hbksorce.com.

Financial Advisor

Responsibilities will include assisting Senior Financial Advisor in all aspects of the business, including but not limited to: take charge of all assigned client relationships, actively seek to develop new relationships with potential clients and referral sources, assisting in financial planning process and building custom portfolios, taking client calls, processing new business and meeting with clients.

The ideal candidates should have:

• A degree in business or finance.
• 3-5 years of experience in the financial services industry.
• Excellent communication skills, both written and oral.
• Excellent client relationship skills and high level of motivation
• High degree of technical and professional competence.
• Ability to think analytically in a fast paced dynamic environment.
• A desire to work with a team of dedicated experts where you will contribute to the successful development of cutting edge technology.
• NASD Series 7, 63 & 65 or 66 and PA life and health license preferred.
• CFP preferred
• CFA/MBA desirable

Experienced Professionals

If you’re already in financial services and looking for an exciting and challenging firm where you can really make a difference and grow to your fullest potential, you owe it to yourself to contact HBK SORCE. We are always interested in talking with experienced individuals with expertise in the areas of personal financial planning, insurance and retirement plans. To begin a fulfilling career with HBK SORCE, send your resume to:

Director of Human Resources
7680 Market Street
Boardman, Ohio 44512

For your convenience, you can also email your resume to: humanresources@hbksorce.com

Insurance products offered through HBK Sorce Insurance LLC
Investment Advisory Services offered through HBK Sorce Advisory LLC
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
HBK Sorce Insurance LLC and HBK Sorce Advisory LLC are not affiliated with Purshe Kaplan Sterling Investments
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