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Trade Specialist

Honkamp Krueger Financial Services, Inc, Dubuque, IA

This listing has expired

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 


  • 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

This listing has expired

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Job Details

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

Preferred Candidates

Years of Experience --
Education --

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