Honkamp Krueger & Co., P.C.
  • Helena, 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.

Responsibilities may include:

  • 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


  • 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 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

Honkamp Krueger & Co., P.C.
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