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9Jan

RIA Trade Specialist

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 trade specialist to be responsible for implementation of all trade requests for RIA accounts.

Key responsibilities:

  • Executes trades for cash deposits, distribution requests and rebalancing requirements
  • Ensure accounts are properly invested according to their investment policy statement
  • Monitor portfolios for adherence to policies
  • Provide analytical research and recommendations to financial planning consultants for client portfolios

 

The ideal candidate:

The RIA trade specialist will have strong analytical and organization skills

This role requires:

  • Associate degree
  • 2+ years of related experience or training preferred
  • Strong computer skills
  • Series 65 required, or ability to obtain within 12 months

 

What we offer:

We offer a competitive wage and benefits package that includes health/dental/vision insurance and 401(k) Plan. Our benefits package 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

 

This listing has expired

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Job Details

Req Num --
ID 551207
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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