We are always seeking qualified, driven, and service-oriented individuals. If you are interested in learning more about career opportunities at Heck Capital, please send your resume to heckcapital@heckcapital.com.
Position: Wealth Advisor
- Job level: Associate
- Type of position: Wealth Advisor
- Exempt
- Anticipated Start Date: 2025
- Location: Rhinelander, WI
Essential Functions
The Investment Advisor is an integral part of the Investment Advisory team. The team is responsible for providing financial guidance to families, individuals, and institutions regarding their portfolios and investment strategies. We are seeking a candidate that is highly motivated, has a positive attitude, willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments.
- Provides sound financial advice to current and future clients.
- Meets with clients to determine their financial objectives, risk tolerance, and future goals.
- Implements investment strategies to help achieve clients’ financial objectives.
- Actively plays a role in the company’s business development.
- Ability to help provide guidance for clients’ financial plans.
- Member of the Investment Advisory Committee.
- Other duties as assigned.
Requirements
- Bachelor’s degree in finance, economics, accounting, or other related areas.
- Designations preferred: Series 65 – Uniform Investment Advisor Law Examination and/or CERTIFIED FINANCIAL PLANNER® (can be taken once hired).
- Excellent oral, written, and interpersonal communication skills.
- Computer skills: Microsoft Office, CRM programs, the ability to learn and adapt to changes in technology.
- Ensures confidentiality with respect to all information pertaining to clients and potential clients.
- Possess a commitment to professionalism, honesty, and a strong work ethic.
- Prior Financial Advisor experience is preferred.
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Attn: Olivia Stoll
Email: heckcapital@heckcapital.com (Attn: Investment Advisor)
PO Box 738
Rhinelander, WI 54501
Position: Wealth Advisor
Job Characteristics
- Job Level: Senior Associate or Director, (Depending on Experience)
- Type of Position: Full Time, In-Person
- Based in Scottsdale, AZ office
- Exempt
- Anticipated Start Date: 2025
Essential Job Functions
Heck Capital Advisors is seeking an experienced Wealth Advisor based in Scottsdale AZ. This person will be an integral part of our Wealth Advisory team and of our expansion into the Scottsdale area. Heck Capital’s new office will be developed around this person and others. We are seeking a candidate that is highly motivated, has a positive attitude, is willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments. The Wealth Advisory team is responsible for providing financial guidance to families, individuals, and institutions regarding their portfolios and investment strategies.
- Identify and pursue opportunities to grow the client base through networking, referrals, and business development activities.
- Develop personalized financial plans tailored to the unique goals and risk tolerance of clients
- Stay informed on industry trends, financial products, and economic conditions to provide clients with up-to-date insights
- Collaborate with internal teams to enhance service and ensure client needs are met efficiently and effectively
- Conduct portfolio reviews and make recommendations on the markets to optimize performance in line with client objectives
- Monitor and manage clients’ investment portfolios to ensure alignment with their goals and market conditions
- Ensure compliance with all regulatory and ethical standards when providing financial advice to clients
Requirements
- Bachelor’s degree in finance, economics, or related field.
- Series 65 examination is required
- Advanced designations, or ability to work toward these designations, such as CFA, CIMA, CIPM preferred.
- Knowledge/familiarity with markets and investments.
- Ensures confidentiality with respect to all information pertaining to clients and potential clients.
- Excellent oral, written, and interpersonal communication skills
- Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology.
- Posses a commitment to professionalism, honesty, and strong work ethic.
- 5-10 years of experience
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Attn: Scottsdale Wealth Advisor)
PO Box 738
Rhinelander, WI 54501
Position: Investment Analyst
Characteristics
- Job Level: Associate / Senior Associate
- Type of Position: Full Time
- Exempt
- Location: Rhinelander, WI
- Anticipated Start Date: 2025
Essential Functions
The Investment Analyst position is an integral component of the Analytics team. The team provides detailed reporting, due diligence and in-depth analytics to the advisors and consultants at Heck Capital who serve high net worth individuals, corporations, foundations, endowments, defined contribution, and defined benefit plans. The Analyst will work closely with the professionals on the team with a focus on supporting other analysts and assisting with client reporting, manager due diligence and manager searches, etc. We are seeking a candidate that is highly motivated, works independently, is proactive, and has a willingness to grow and take on new tasks and assignments.
- Performs daily operation of portfolio management software including analysis and data input.
- Assists in the preparation of client & consulting reports daily.
- Produces analysis for monthly and quarterly reporting and supports the creation of monthly and quarterly client reports in a timely and accurate fashion.
- Fi360 reports
- Monthly performance reports
- Consulting Reports
- Due Diligence
- Quarterly Manager Analysis
- Completes performance examinations
- Investment Analysis
- Consulting searches
- Works closely with Portfolio Management team for analysis and research of investment styles.
- May assist in all aspects of trading.
- Prepares and proofs Excel spreadsheets, including client spreadsheets and responds to requests for analysis.
- Provides analysis for research, investment manager searches & screens, and market updates.
- Assists in writing monthly and quarterly updates.
- Must be able to independently “troubleshoot” issues related to the projects given to ensure that project delays are limited.
- Assists in the on-going growth and development of the firm as may be needed.
- Other duties as assigned.
Requirements
- On-site in Rhinelander, WI.
- Bachelor’s degree in finance, economics, or a related field.
- Series 65 examination is required to be taken within approximately 120 days from employee start day (completion of examination is required for position)
- Advanced designations, or ability to work toward advanced designations, such as CFA, CIMA, CIPM preferred.
- Knowledge/familiarity with markets and investments
- Ensures confidentiality with respect to all information pertaining to clients and potential clients.
- Excellent oral, written, and interpersonal communication skills
- Excellent attention to detail and accuracy
- Computer skills: Microsoft Office (especially Excel), Morningstar Direct, Adobe suite of products and the ability to learn and adapt to changes in technology.
- Possess a commitment to professionalism, honesty, and strong work ethic.
How to Apply
Send Resume and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Subject: Investment Analyst)
PO Box 738
Rhinelander, WI 54501