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