Financial Planning Consultant

Location
Minnetonka, Minnesota
Posted
Jun 15, 2020
Closes
Jul 15, 2020
Employment Type
Full Time
Level
Experienced

HK Financial Services (HKFS) 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

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



Requires:

  • Bachelor's degree
  • Insurance licensure in Minnesota
  • Series 65 or 66
  • 5+ years of financial advisory experience
  • CFP preferred
  • Entrepreneurial spirit for first-class client service and growth