• Previous
  • Next
19Feb

Trade Specialist

Honkamp Krueger Financial Services, Inc, Dubuque, IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a highly motivated individual to join our team as a trade specialist. 

Responsibilities may include:

  • Execute trades for cash deposits, distribution requests and rebalancing requirements
  • Ensure accounts are properly invested according to their investment policy statement
  • Monitor portfolios for adherence to policies 
  • Provide analytical research and recommendations to financial planning consultants for client portfolios 

Requires:

  • Bachelor's degree 
  • 2+ years of financial services experience
  • Series 65 required, or ability to obtain within 12 months

What does a career with HK mean exactly? Check out our video at https://youtu.be/FHOS25wjWXg.

We offer a competitive wage, benefits package, and advancement opportunities. EOE

Apply for this Job!
Alternate Web Site:Click to visit

Show housing near this job

Job Details

Req Num --
ID 486844
Location
Dubuque, IA
Positions 1
Type
--
Status
--
Pay --
Categories
Banking/Mortgage/Financial Services
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

accessdubuquejobs.com is a product of THMedia © 2015