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Current Job Opportunities


We are an independent Registered Investment Advisory Firm providing advice for over 20 years in search of an Associate Wealth Manager. If interested, please send an updated resume and cover letter to info@hellerwealthmanagement.com 

Job Description

Our ideal candidate thrives on being a trusted adviser, is passionate about helping others, and believes strongly in providing exceptional client service. As a wealth manager, you will work in a client-focused, team-centered environment. This is a salaried, non-sales financial planning/wealth management position.

  • Provide financial planning, tax, estate, and investment advice to the firm's high net worth clients
  • Analyze and prepare comprehensive financial plans for clients using our planning software
  • Analyze prospective client’s investment portfolios and financial planning to support Senior Wealth Manager
  • Manage client communications and follow-up with clients
  • Coordinate and interact with clients’ accountants, attorney’s, and other advisers
  • Work along with other Wealth Managers to coordinate process, procedures, and presentations to all of our clients
  • Compensation is a combination of salary and bonus. Possible long-term partnership opportunity

Qualifications

  • Bachelor’s Degree
  • 2-5 years of wealth management or financial planning experience
  • CFP® or CFP candidate a must
  • Financial planning/wealth management acumen judgment and experience
  • Excellent communication, presentation, listening, and analytical skills
  • Proven time management and organizational
  • Strong knowledge of and the ability to present investment, financial planning, and tax planning concepts
  • Strong computer aptitude
  • Knowledge of E-Money, Orion, and Junxure a plus
  • Ability to learn quickly and efficiently
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