Financial Advisor

Location
Milwaukee, WI
Salary
Salary dependent on relevant work experience, qualifications, and background
Posted
Sep 27, 2019
Closes
Oct 27, 2019
Job Function
Wealth Management
Employment Type
Full Time
Education
Bachelors

Heck Capital is looking for a Financial Planning / Client Relationship Advisor (CFP®)

Location: Milwaukee, WI

 

Background of Heck Capital Advisors:

Heck Capital Advisors, LLC is an independent registered investment advisory firm with a strong foundation. We have been serving individual and institutional clients with comprehensive investment services from the heart of Wisconsin, where Robert Heck first began the family’s investment legacy in the 1950’s. Heck Capital’s managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients.

Heck Capital Advisors is uniquely positioned to develop an exceptional relationship with our clients while providing competitive employment opportunities for our employees. While earning national respect for our firm, we have remained grounded in our Wisconsin values and excellent work ethic. Client referrals are a testament to our work and have allowed us to cultivate a national reach – investing and consulting to over $4 billion in assets with client relationships in 35+ states.

For more information, please visit: www.heckcapital.com

 

Responsibilities:

As a Financial Planning / Client Relationship Advisor, your daily responsibilities would include the following (but not limited to):

•Work directly in advisor capacity with families and High-Net-Worth individual clients

•Build and update financial plans for both current clients and prospective clients

•Present financial planning strategies to current and prospective clients

•Create investment proposals for prospective clients

•Develop and maintain long term relationships with clients

 

Requirements:

•Bachelors degree (preferably in either finance or economics)

•Series 65 required within 6 months of beginning employment

•Certified Financial Planner™ (CFP®) designation or significant progress toward completion of designation

•Computer skills: Microsoft Office, Client Relationship Manager (CRM), Financial Planning Software (Naviplan, and/or eMoney), Morningstar Office, and the ability to learn and adapt to changes in technology. Software specific training will be provided upon hire

•Excellent oral, written, and interpersonal communication skills

•Presentation, time management, and organization skills

•Strong work ethic and goal-oriented

 

Desired Qualifications:

We are seeking a candidate that is highly motivated, has a positive attitude, willing to work in a fast paced environment, and be willing to grow and take on new tasks and assignments. Desired attributes for this position include:

•Self-starter who takes pride in his/her work and desires to contribute to a team environment

•Excellent attention to detail and accuracy

•Experience with High-Net-Worth clients

 

Benefits:

•Insurance: Health Insurance, Dental Insurance, Vision Insurance

•Leave & Holiday: Sick Leave, Paid Holidays, Paid Vacation

•Retirement & Financial: 401(k) Plan, Profit Sharing

How to apply:

Email Resume and Cover Letter to: mbogard@heckcapital.com (Attn: Financial Planning / Client Relationship Advisor)