We are always seeking qualified, driven, and service-oriented individuals. If you are interested in learning more about career opportunities at Heck Capital, please send your resume to heckcapital@heckcapital.com.
Position: Wealth Advisor
- Job level: Associate
- Type of position: Wealth Advisor
- Exempt
- Anticipated Start Date: 2025
- Location: Rhinelander, WI
Essential 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, accounting, or other related areas.
- Designations preferred: Series 65 – Uniform Investment Advisor Law Examination and/or CERTIFIED FINANCIAL PLANNER® (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.
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Attn: Olivia Stoll
Email: heckcapital@heckcapital.com (Attn: Investment Advisor)
PO Box 738
Rhinelander, WI 54501
Position: Business Manager
Job Characteristics
- Job Level: Director
- Type of Position: Full Time, In-person
- Based out of Heck Capital’s Rhinelander, Milwaukee, or Green Bay offices
- Exempt
- Anticipated Start Date: 2025
Essential Job Functions
The Business Manager is an integral part for the growth and efficiency of the firm, responsible for overseeing operations, driving strategic initiatives, and managing resources to ensure business success. 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.
- Oversee human resources functions, including recruitment, onboarding, performance management, and employee relations, ensuring compliance with labor laws and company policies
- Facilitate communication and collaboration across departments to align business functions with company objectives
- Develop and implement business strategies to improve efficiency and profitability
- Lead and mentor team members to enhance performance and productivityCoordinate and monitor project timelines and deliverables
- Prepare detailed business reports and presentations for management and communication
- Identify opportunities for process improvements within current operations and implement solutions
- Other duties as assigned
Requirements
- Bachelor’s degree in finance, Business Administration, Business Management, or a related field. In addition, a master’s degree is preferred.
- Previous HR experience
- Experience in administrative or support within a business environment
- Strong understanding of business principles, financial management, and operational strategies
- Ability to adapt to changing business needs and learn new technologies
- Strong leadership qualities, with the ability to motivate and manage teams effectively
- Knowledge/familiarity with markets and investments
- Ensures confidentiality with respect to all information pertaining to clients and potential clients
- Excellent oral, written, and interpersonal communication skills
- Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology
- Possess a commitment to professionalism, honesty, and strong work ethic
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Attn: Business Manager)
PO Box 738
Rhinelander, WI 54501
Position: CPA / Wealth Advisor
Job Characteristics
- Job Level: Senior Associate or Director (Depending on Experience)
- Type of Position: Full Time, In-Person
- Based out of Heck Capital’s Rhinelander, Milwaukee, or Green Bay offices
- Exempt
- Anticipated Start Date: 2025
Essential Job Functions
The CPA / Wealth Advisor is an integral part of the Wealth Advisory team, playing a key role in providing tax planning and financial guidance to individuals, families, and businesses. 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.
- Provide tax planning to clients, ensuring compliance with tax laws and regulations
- Collaborate with financial advisors to develop integrated financial plans that align with clients’ goals and objectives for the future
- Offer guidance on tax-efficient strategies for retirement planning, estate planning, charitable giving and tax planning for corporations.
- Monitor changes in tax laws and regulations and advise clients on potential impacts
- Support the preparation of cash flow analyses, budgeting, and forecasting for clients
- Collaborate with the advisory team to create presentations or reports for client meetings
- Provide support for firm projects, such as researching tax issues, developing new processes, or improving workflows
- Stay informed on industry trends, financial products, and economic conditions
- Identify and pursue opportunities to grow the client base through networking, referrals, and business development activities.
- Other duties as assigned
Requirements:
- Bachelor’s degree in accounting, finance, economics or related field.
- Certified Public Accountant designated
- Proven experience in accounting, tax planning, and financial reporting (3-5+ years preferred)
- Strong understanding of tax laws, regulations, and compliance requirements as they relate to investments
- Proficient in financial modeling, cash flow analysis, and forecasting
- Knowledge/familiarity with markets and investments.
- Ensures confidentiality with respect to all information pertaining to clients and potential clients.
- Excellent oral, written, and interpersonal communication skills
- Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology.
- Possess a commitment to professionalism, honesty, and strong work ethic.
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Attn: CPA)
PO Box 738
Rhinelander, WI 54501
Position: Wealth Advisor
Job Characteristics
- Job Level: Senior Associate or Director, (Depending on Experience)
- Type of Position: Full Time, In-Person
- Based in Scottsdale, AZ office
- Exempt
- Anticipated Start Date: 2025
Essential Job Functions
Heck Capital Advisors is seeking an experienced Wealth Advisor based in Scottsdale AZ. This person will be an integral part of our Wealth Advisory team and of our expansion into the Scottsdale area. Heck Capital’s new office will be developed around this person and others. We are seeking a candidate that is highly motivated, has a positive attitude, is willing to work in a fast-paced environment, and willing to grow and take on new tasks and assignments. The Wealth Advisory team is responsible for providing financial guidance to families, individuals, and institutions regarding their portfolios and investment strategies.
- Identify and pursue opportunities to grow the client base through networking, referrals, and business development activities.
- Develop personalized financial plans tailored to the unique goals and risk tolerance of clients
- Stay informed on industry trends, financial products, and economic conditions to provide clients with up-to-date insights
- Collaborate with internal teams to enhance service and ensure client needs are met efficiently and effectively
- Conduct portfolio reviews and make recommendations on the markets to optimize performance in line with client objectives
- Monitor and manage clients’ investment portfolios to ensure alignment with their goals and market conditions
- Ensure compliance with all regulatory and ethical standards when providing financial advice to clients
Requirements
- Bachelor’s degree in finance, economics, or related field.
- Series 65 examination is required
- Advanced designations, or ability to work toward these designations, such as CFA, CIMA, CIPM preferred.
- Knowledge/familiarity with markets and investments.
- Ensures confidentiality with respect to all information pertaining to clients and potential clients.
- Excellent oral, written, and interpersonal communication skills
- Computer skills: Microsoft Office (especially Excel), Adobe suite of products and the ability to learn and adapt to changes in technology.
- Posses a commitment to professionalism, honesty, and strong work ethic.
- 5-10 years of experience
How to Apply
Send Resumé and Cover Letter to:
Heck Capital Advisors
Email: heckcapital@heckcapital.com (Attn: Scottsdale Wealth Advisor)
PO Box 738
Rhinelander, WI 54501