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HBKS Wealth Advisors

Chief Investment Officer: Lead Asset Management & Strategy

youngstown, OH

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Job description

HBKS Wealth Advisors seeks a Chief Investment Officer to lead the Asset Management Group, drive investment philosophy, and oversee trading across a multi-office enterprise. You will chair the Investment Committee, manage allocations, and supervise research, trading, and vendor relations.

The role requires extensive leadership, 15+ years in investments, and a CFA charter. You will partner with executive leadership to align strategy with growth, advisor training, and client communications.

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Worksite address

youngstown, OH, 44502, US

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