Executive Associate

Heckmann Financial; Town of Middleton (WI); Presencial; USD 52.000 - 76.000; Jornada completa

Descripción de la vacante

HECKMANN FINANCIAL in Middleton, Wisconsin, is seeking an Executive Associate to support Private Wealth Management Advisors. You will manage calendars, coordinate projects, and ensure Advisors have the resources needed to focus on growth and client service.

The role demands proactive problem solving, discretion, and superb written and oral communication. You will work in a fast-paced environment, collaborate with team members, and help expand the Advisors' bandwidth to drive firm impact.

Formación

• Strong organization and prioritization to help others.
• Discretion and confidentiality in handling client information.
• Ability to thrive in a fast-paced environment with a high sense of urgency.

Responsabilidades

• Manage calendar and project tasks for Private Wealth Management Advisors.
• Ensure Advisors have the resources and capacity to meet their objectives.

Conocimientos

Relationship Builder

Discretion

Communication skills

Proactive problem solving

Descripción del empleo

Company Description

HECKMANN FINANCIAL is a financial planning firm headquartered at 8215 Greenway Blvd in Middleton, Wisconsin, United States. The firm provides personalized financial planning services to individuals, families, and businesses, helping clients work toward long-term financial security and strategic wealth goals. Team members collaborate closely with clients to understand their needs and develop tailored financial strategies. The organization values professionalism, integrity, and client-focused service in a supportive, small-firm environment. Working at HECKMANN FINANCIAL offers the opportunity to make a meaningful impact on clients' financial lives while growing professionally within the financial services field.

Are you a tactical genius, detail oriented who enjoys organizing and prioritization to help others? If so, join us as we help people get the most life out of their wealth with our unique approach to financial planning.

The Current Landscape: The Executive Associate's mission is to serve the Advisors and maximize their time to focus on the things that will have the most influence on the firm's growth and impact. They will ensure the Advisor has the necessary resources and capacity to meet their objectives.

The Role:

Expand the Advisor's Bandwidth and Resources: Ensure the implementation of their vision and eliminate distractions.

Relationship Builder: Committed to sharing the vision and growing together every day.

Professional: Is discerning, competent, respectful, gracious, and maintains strict confidentiality.

Fast-Paced, Intense, Responsive and Adaptable: Is not afraid to be proactive and try new things. Has a high sense of urgency and can switch between tasks and projects quickly.

Resourceful: Views no problem as too big and no task as too small. Figures things out, handles them, and gets the job done.

Exceptional Written and Oral Communication Skills: Communicates fluidly on behalf of the Advisor and firm through memos, emails, in person, and on the phone.

Zero Ego: A dynamic team player who prefers to lead from behind. Committed to learn, work, and grow together.

Highest Priority Functions:

• Project management and calendar gatekeeper for Private Wealth Management Advisors