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Current Job Opportunities


Associate Wealth Manager

We are wealth management firm providing comprehensive financial planning and investment management service, in search of an Associate Wealth Manager. Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, and believes strongly in providing exceptional client service. As a financial advisor, you will work in a client-focused, team-centered environment. This is a salaried, non-sales financial planning/wealth management position. If interested, please send an updated resume and cover letter to info@hellerwealthmanagement.com


Job Description

  • Provide financial planning, tax, estate, and investment advice to the firm's high net worth clients
  • Analyze and prepare comprehensive financial plans to 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 alongside other financial advisors to coordinate processes, procedures, and presentations to all of  clients
  • Compensation is a combination of salary and a bonus. Possible long-term partnership opportunity

Qualifications

  • Bachelor’s Degree
  • 2-5 years wealth management or financial planning experience
  • CFP® or CFP candidate a must
  • Financial Planning/wealth management acumen, judgement, and experience
  • Excellent communication, presentation, listening, and analytical skills
  • Proven time management and organizational skills
  • 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 is a plus
  • Ability to learn quickly and efficiently


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