This job has expired

Advisor / Financial Planner

Employer
Heck Capital Advisors
Location
Milwaukee, Wisconsin
Salary
Competitive Salary, bonus, and benefits based on experience
Closing date
Jan 1, 2022

View more

Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
You need to sign in or create an account to save a job.

Job Details

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


Requirements
 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: mbogard@heckcapital.com (Attn: Financial Planner / Advisor)

Company

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
Find Us
Telephone
4145096630
Location
15 E. Anderson Street
Rhinelander
WI
54501
US
You need to sign in or create an account to save a job.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert