Job Characteristics • Job level: Director • Type of position: Investment Advisor • Exempt • Anticipated Start Date: 2024 • Location: In-person in Milwaukee, Green Bay, or Rhinelander WI
Essential Job 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, or other related areas. • Designations preferred: Series 65 - Uniform Investment Advisor Law Examination, CFP and/or CIMA and/or CFA (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.
Background
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's managers and advisors offer small-town values and an exceptional work ethic with competitive investment services for our clients. Client referrals are a testament to our work and have allowed us to cultivate a national reach with over $8 billion of assets under management, consultation, and advisement. Bringing Wisconsin values to our client relationships in over 40 states with offices in Rhinelander WI, Milwaukee WI, Green Bay WI, and Minneapolis MN.
Benefits
Enjoy peace of mind with comprehensive insurance coverage, including health, dental, vision, short-term and long-term disability. Embrace work-life harmony with generous leave and holiday benefits, including sick leave and paid holidays/vacations. Secure your future with a matching 401K retirement plan and a Health Savings Account (HSA), ensuring financial stability and proactive health management. Enjoy sponsored certifications, health memberships, and a cell phone subsidy to enhance your well-being and job satisfaction.
Note: This job description is not intended to be all-inclusive. Employees may perform other related duties as directed to meet the ongoing needs of the organization