Heckmann Financial is a holistic financial planning and wealth management group located in Middleton, Wisconsin. We help our high net worth clients to define, create and enjoy financially independent lives. We proudly celebrated our 25th year in business in 2020.
With our expanding and growing practice, we are establishing a new role and are currently seeking a licensed and experienced professional to join our team as an Investment & Tax Analyst and Trader. As the selected candidate, you will be working alongside our Director of Investments and our Lead Advisors.
It takes a team of specialists to deliver comprehensive planning at the highest level. The Heckmann Financial team has been strategically built to give our clients the peace for mind they desire and the top- shelf customer experience they deserve, with a 12:1 team member to client ratio. In addition to gaining access to the collective expertise and wisdom of the entire firm, our clients work hand in hand with their own dedicated personal Advisor team so there is always a real person available to answer and address their questions and needs.
What's different about Heckmann Financial? Most professionals in the financial services industry operate exclusively in one of three areas:
- Asset Managers - These advisors typically serve as investment managers focusing only on "rate of return".
- Insurance Agents - These advisors tend to view insurance as the solution to every problem.
- Fee Based Planners - These advisors often focus their entire business model around charging fees for plans without actually helping clients to implement them.
The Heckmann Financial team simplifies our client's lives and improves their plan efficiency by providing all of these areas so clients can implement their multi-faceted plan at one firm. We specialize in creating income distribution plans that adapt to today's changing financial environments. We help clients get the most out of their financial lives by maximizing the probability of successful outcomes based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals. Most importantly, we take a collaborative approach to planning. We educate, and the client makes decisions - not the other way around.
Heckmann Financial has been recognized by both Barron's and the Financial Times as one of the top financial advisors in the country. We take immense pride in the work we do, and the care and value that we bring to our clients.
Job Description: Investment Analyst and Trader
The primary responsibilities and necessary traits of the ideal candidate for the Investment & Tax Analyst
Advisor and Trader position will include:
- Meet with the firm's investment clients and prospective clients. Review performance, discuss current market conditions, and make appropriate suggestions for their future. The ability to communicate clearly and articulately these concepts and recommendations.
- Review, audit and analysis of existing client and prospective client portfolios.
- Seek, advise, and execute on tax concepts, strategies and opportunities for our high net worth clients and prospective clients.
- Counsel team members on a variety of proactive approaches, investments and solutions.
- Investigate, set and reinforce current and future investment philosophy and direction of the practice.
- Timely, concise and accurate correspondence both internally and externally. Strong communication and interpersonal skills.
- A leading team member in compiling reports, proposals, recommendations and materials for client meetings. Leverage and utilize our broker/dealer approved software and programs.
- Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking and implementation skills.
The ideal candidate will have:
- Series 7 and 63
- A degree in finance, accounting, economics, business, personal finance or a related area of study.
- Minimum of 5 years of experience in the financial services industry.
- CFA, CFP, CPA, CPWA preferred.
- Candidates both locally as well as nationally may be considered (the ideal candidate will have a preference for being onsite however flexibility for occasional remote work is an option)