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20Feb

Relationship Manager, Retirement Plan Services

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 relationship manager to serve as the day-to-day contact for retirement plan clients.

Key responsibilities:

  • Serve as 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.

This role requires:

  • Associate degree
  • 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
  • Strong 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
  • 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 497621
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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