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HK Financial Services, Inc.
in Dubuque IA
HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a relationship manager to serve as the day-to-day contact for retirement plan clients.
the main contact for client and participant retirement plan questions
Perform proactive client communications to ensure excellent service
Present Retirement Plan Executive Summaries at annual client meetings
Prepare materials for
employee education meetings
Present at employee education meetings
The ideal candidate:
We're interested in self-motivated individuals with the ability to deliver exceptional client service.
Minimum of 3 years related experience with 401(k) plan administration
Excellent communication skills
Ability to obtain series 65 or 66 license within 9 months of employment
knowledge of 401(k) industry
What we offer:
We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401k Plan. Our benefits package also includes a minimum of 11 days of paid time
off, birthday PTO, 8 observed holidays, and a range of programs and benefits 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