Honkamp Krueger & Co., P.C.
  • Bozeman, MT, USA
  • Full Time

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a financial planning consultant to lead CPA partners and managers in providing value added wealth management services to their clients.

Key responsibilities:

  • Facilitating the development of strategic plans for marketing and development of financial services for CPA client firms
  • Training CPAs in financial service areas, including investment management, retirement plans, and risk management
  • Developing plans with CPAs to identify and contract prospective clients
  • Providing analysis to company CPAs on investment, insurance, and annuity products as needed
  • Maintaining knowledge of industry developments and changes

The ideal candidate:

We're interested in self-motivated individuals who are passionate about providing exceptional client service.

This role requires:

  • Bachelor's degree
  • Insurance licensure in Montana
  • Series 7/66
  • 5+ years of financial advisory experience
  • CFP preferred
  • Entrepreneurial spirit for first-class client service and growth

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package includes a minimum of 11 days of paid time off, birthday PTO, 8 observed holidays, and a range of programs designed to support your physical, financial and social well-being. Plus, we offer:

  • Community service participation
  • Opportunities to develop new skills and progress your career
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

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

EOE

Honkamp Krueger & Co., P.C.
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