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Current Job Opportunities


Associate Wealth Manager/Financial Planner

Heller Wealth Management is looking to add a motivated CFP® candidate/newly appointed CFP® to help support our growth.   Our ideal candidate thrives on being a trusted advisor, is passionate about helping others, and believes strongly in providing exceptional client service. This is a salaried, non-sales financial planning/wealth management position.  Opportunity exists for promotion to Wealth Management as well as possible ownership.  

Our Ideal Candidate

  • 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
  • Passion for this opportunity, not just a job
  • Proven time management and organizational skills
  • Strong knowledge of and the ability to present investment, financial planning, and tax planning concepts
  • Works will in a team centered environment
  • Knowledge of E-Money, Orion, and Junxure is a plus
  • Ability to learn quickly and efficiently

Job Description

  • Analyze and assist in preparation comprehensive financial plans using our E-Money Software
  • Analyze prospective client’s investment portfolios and assist in creating and monitoring investment portfolios
  • Attend client meetings and present where appropriate
  • Follow-up with clients and manage communications with clients
  • Assist with workflows to improve HWM financial planning process

About HWM

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

  • We have an emphasis on life planning to help our clients live their life with confidence and freedom
  • We focus on proactive financial planning
  • We were selected for Forbes Best-In-State Wealth Advisors 2021
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