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: CPA / Wealth Advisor
Job Characteristics
- Job Level: Senior Associate or Director (Depending on Experience)
- Type of Position: Full Time, In-Person
- Based out of Heck Capital’s Rhinelander, Milwaukee, or Green Bay offices
- Exempt
- Anticipated Start Date: 2025
Essential Job Functions
The CPA / Wealth Advisor is an integral part of the Wealth Advisory team, playing a key role in providing tax planning and financial guidance to individuals, families, and businesses. 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.
- Provide tax planning to clients, ensuring compliance with tax laws and regulations
- Collaborate with financial advisors to develop integrated financial plans that align with clients’ goals and objectives for the future
- Offer guidance on tax-efficient strategies for retirement planning, estate planning, charitable giving and tax planning for corporations.
- Monitor changes in tax laws and regulations and advise clients on potential impacts
- Support the preparation of cash flow analyses, budgeting, and forecasting for clients
- Collaborate with the advisory team to create presentations or reports for client meetings
- Provide support for firm projects, such as researching tax issues, developing new processes, or improving workflows
- Stay informed on industry trends, financial products, and economic conditions
- Identify and pursue opportunities to grow the client base through networking, referrals, and business development activities.
- Other duties as assigned
Requirements:
- Bachelor’s degree in accounting, finance, economics or related field.
- Certified Public Accountant designated
- Proven experience in accounting, tax planning, and financial reporting (3-5+ years preferred)
- Strong understanding of tax laws, regulations, and compliance requirements as they relate to investments
- Proficient in financial modeling, cash flow analysis, and forecasting
- 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.
- Possess a commitment to professionalism, honesty, and strong work ethic.
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Attn: CPA)
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: Client Service Associate
Job Characteristics
- Job Level: Associate
- Type of Position: Full
- Exempt
- Anticipated Start Date: 2025
Essential Job Functions
The Client Service Associate/Operations Assistant is an integral part of the Operations and Client Service team. The position is responsible for assisting all team members in all aspects of the firm with an emphasis on Operations and administrative processes. This position would also be responsible for providing support for the Compliance Officer, and Analytical Department. We are seeking a candidate that is highly motivated, takes initiative, has a positive attitude, willing to work in a fast-paced environment and willing to take on new tasks and assignments. Job functions will include, but are not limited to:
- Provides administrative support for client service team
- Assisting with administrative and operational duties in relation to client accounts, including but not limited to; money movements, data gathering & reporting, mailings, filing, scanning, copying, data entry, assistance with account reconciliation.
- Supports the Advisors by helping clients in person and on the telephone in a professional courteous manner. Shares responsibility for answering telephones, answering general questions, screening and routing calls.
- Works with portfolio management software to provide analysis, input, and maintenance of critical data. This includes creating and maintaining CRM data for clients, inputting data and notes, and running reports.
- Assists in preparation of client reports
- Misc. tasks as needed
Requirements
- Associates degree preferred (or equivalent experience)
- Excellent oral, written, and interpersonal communication skills
- Computer skills: Typing, Microsoft Office, Client Relationship Manager (CRM), and the ability to learn and adapt to changes in technology. Software specific training will be provided upon hire
- Ensures utmost confidentiality with respect to information pertaining to clients/potential clients
How to Apply
Send Resume and Cover Letter to:
Heck Capital Advisors
Attn: David Heck
Email: heckcapital@heckcapital.com (Subject: Client Service Associate)
PO Box 738
Rhinelander, WI 54501
Position: Office Administrator
Characteristics
- Job Level: Associate
- Type of Position: Full / Part Time
- Exempt
- Anticipated Start Date: 2025
Essential Functions
The Office Coordinator is an integral part of the operations and Client Service team. The Office Coordinator will be responsible for all day to day operations at both the Rhinelander and Milwaukee offices, while being located in the Rhinelander office. We are seeking a candidate that is highly motivated, has a positive attitude, forward thinker, and willing to work in a fast-paced environment. These day to day functions will include:
- Answers phone and directs call to Advisors or staff
- Meets and greets clients – sets up conference room for client meetings
- Handles all responsibilities of ordering supplies
- Manages phone system
- Vendor management
- Maintain inventory of office supplies
- Maintain copy and printer machine
- Member of Heck Capital Business Committee & Office Committee
- Prepare meeting agendas
- Responsible for picking up, preparing and delivering mail
- Organizes staff meetings and events
Requirements
- Associates degree preferred (or equivalent experience)
- Excellent oral, written, and interpersonal communication skills
- Ensures utmost confidentiality with respect to information pertaining to clients/potential clients
How to Apply
Send Resume and Cover Letter to:
Heck Capital Advisors
Attn: David Heck
Email: heckcapital@heckcapital.com (Subject: Office Administrator)
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
Attn: David Heck
Email: heckcapital@heckcapital.com (Subject: Investment Analyst)
PO Box 738
Rhinelander, WI 54501