Operations Associate Heckmann Financial is a holistic financial planning and wealth management firm located in Middleton, Wisconsin. We help our high-net-worth clients to define, create, and enjoy financially independent lives, aligning their wealth plans with life plans so they can live their lives to the fullest without financial worry. It takes a team of specialists to deliver comprehensive planning at the highest level. The Heckmann Financial team has been strategically built to give our clients the peace of mind they desire and the top-shelf customer experience they deserve. In addition to gaining access to the collective expertise and wisdom of the entire firm, our clients work hand in hand with their own dedicated personal Advisor team so there is always a real person available to answer and address their questions and needs. What's different about Heckmann Financial? Most professionals in the financial services industry operate exclusively in one of three areas: Asset Managers

• These advisors typically serve as investment managers focusing only on "rate of return". Insurance Agents
• These advisors tend to view insurance as the solution to every problem. Fee Based Planners
• These advisors often focus their entire business model around charging fees for plans without helping clients to implement them.

The Heckmann Financial team simplifies our clients' lives and improves their plan efficiency by providing all of these areas so clients can implement their multi-faceted plan at one firm. We specialize in creating income distribution plans that adapt to today's changing financial environment. We help clients get the most out of their financial lives by maximizing the probability of successful outcomes based on several key factors including taxes, market environment, health care costs, social security optimization, longevity, and legacy goals. Most importantly, we take a collaborative approach to planning. We educate, and the client makes decisions

• not the other way around Our collaborative approach ensures that clients are well-informed and actively involved in their financial decisions.

We prioritize education, empowering clients to make choices that best suit their needs. Recognized by Barron's and the Financial Times as one of the top financial advisors in the country, we take immense pride in the exceptional care and value we provide to our clients. The selected candidate will work alongside our Director of Investments and our Director of Operations on our Operations team. The broad picture of responsibilities of the position will include: Account Opening Insurance Application Service requests and maintenance items Asset movement Strong analytical and organizational skills are imperative traits that we need this individual to bring to the table. Keen attention to detail is a must. The individual needs to be a team player and also a self-starter with a willingness to pitch in however necessary to get the job done. The ability to work and thrive in a collaborative professional team environment. The ideal candidate will have or be able to obtain their Series 7 and 63 securities licenses, as well as Wisconsin Life/Accident/Health & Long-term care insurance licenses. An associate or bachelor's degree in finance, Business, or related field preferred.

Job Type:

Full-time Pay:

$50,000.00

• $80,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Professional development assistance Vision insurance

Work Location:

In person