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17Jul

Corporate Relationship Manager

Honkamp Krueger Financial Services, Inc, Dubuque, IA

HK Financial Services (HKFS), a top 100 wealth manager, (Forbes, 2016) is seeking a corporate relationship manager to facilitate the strategic plan of integrating financial services within an affiliated CPA firm. This position will be the primary liaison between HKFS and the affiliated CPA firm.  

Key Responsibilities:

  • Facilitate the onboarding and development of wealth management best practices with new affiliated CPA firms
  • Coordinate ongoing training and development to further educate CPAs on introducing financial services to prospective clients
  • Travel to assigned firms to meet with leadership, build relationships, and provide ongoing training/coaching

 

The ideal candidate:

We’re interested in self-motivated individuals with a passion for developing and maintaining relationships.

This role requires:

  • Bachelor’s degree in a related field preferred
  • At least 5 years of client relationship or sales experience
  • Exceptional communication skills
  • Public speaking experience

 

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
  • Flexible schedules
  • Mentoring programs
  • Wellness programs

 

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

EOE

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Job Details

Req Num --
ID 739761
Location
Dubuque, IA
Positions 1
Type
--
Status
--
Pay --
Categories
Banking/Mortgage/Financial Services
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Retirement Plan
Paid Vacation
Paid Holidays

Preferred Candidates

Years of Experience --
Education --

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