Advisor / Financial Planner

Minneapolis, Minnesota
Negotiable based on experience
Jun 11, 2021
Jul 11, 2021
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Background of Heck Capital Advisors
Heck Capital Advisors, LLC is an independent 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 Advisors is uniquely positioned to develop an exceptional relationship with our clients while providing competitive employment opportunities for our employees. Client referrals are a testament to our work and have allowed us to cultivate a national reach – assets under management, consultation & advisement of over $6.7 billion in assets with client relationships in 38 states.

Essential Job Functions
The Advisor / Financial Planner is an integral part of the Advisory / Financial Planning 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, and is willing to work in a fast-paced environment. The successful candidate will excel in the following areas:

 Providing sound financial advice to existing clients & future clients
 Identifying potential clients through referrals and build networking / Centers of Influence opportunities
 Preparing & Presenting Financial Plans
 Creates investment proposals for prospective clients
 Develops and maintains long term relationships

-Bachelor’s Degree in related field
-Series 65 required
-Certified Financial Planner™ (CFP®) required
-5 – 10 Years’ experience preferred
-Excellent oral and written communication skills.
-Presentation and organization skills
-Background in planning software a plus

How to Apply:
Send Resume and Cover Letter to:
Heck Capital Advisors
PO Box 738
Rhinelander, WI 54501
Or Email: (Attn: Financial Planner / Advisor)

Insurance: Health Insurance, Dental Insurance, Vision Insurance
Leave & Holiday: Sick Leave, Paid Holidays, Paid Vacation
Retirement & Financial: 401(k) Plan, HSA, Potential for Profit Sharing
Other: Fitness Reimbursement

Apply for Advisor / Financial Planner

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.