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HBKS Wealth Advisors

Chief Investment Officer: Flexible, High-Impact Leader

town of florida, NY

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About this opportunity

HBKS Wealth Advisors lists this Chief Investment Officer: Flexible, High-Impact Leader opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

HBKS Wealth Advisors is seeking a Chief Investment Officer to lead the Asset Management Group, guide investment philosophy, and manage trading operations across a multi-office enterprise. The CIO chairs the Investment Committee, sets house views, and ensures fiduciary and operational integrity.

Ideal candidates bring 15+ years of progressive investment leadership, CFA, and strong communication with high-net-worth clients and executives.

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