Join a team of professionals dedicated to providing exceptional wealth management services. At Helvetica Assets, we're always looking for talented individuals who share our commitment to excellence and client service.
We put clients first in everything we do, creating a rewarding environment for professionals who value meaningful work.
We invest in our team's development through training, education support, and mentoring programs.
Work alongside experienced professionals in a supportive, team-oriented culture.
We offer attractive salaries, performance bonuses, and comprehensive benefits.
We support flexible schedules and understand the importance of personal time.
Clear paths for growth and advancement based on performance and contribution.
Requirements: CFP® or CFA® designation, 7+ years of wealth management experience, proven track record of client service excellence
Responsibilities: Serve as primary advisor to high-net-worth clients, develop comprehensive financial plans, manage client relationships, mentor junior advisors
Compensation: $150,000 - $250,000 base plus performance bonus
Requirements: CFA® charter, 5+ years of investment management experience, strong analytical skills
Responsibilities: Manage client portfolios, conduct investment research, participate in Investment Committee, monitor portfolio performance
Compensation: $120,000 - $180,000 base plus performance bonus
Requirements: Bachelor's degree in finance or related field, pursuing CFP® designation, 2+ years of experience
Responsibilities: Support senior advisors with financial planning, prepare client reports, conduct research, assist with client meetings
Compensation: $70,000 - $90,000 base plus performance bonus
Requirements: Bachelor's degree, 1-3 years of client service experience, excellent communication skills
Responsibilities: Handle client inquiries, process transactions, maintain client records, coordinate meetings, support advisors
Compensation: $50,000 - $65,000 base plus performance bonus
To apply for any position, please send your resume and cover letter to careers@hacwm.com. Please include the position title in the subject line.
We review all applications carefully and will contact qualified candidates for interviews. Due to the volume of applications, we may not be able to respond to every applicant individually.
We offer summer internships for undergraduate and graduate students interested in wealth management careers. Interns work alongside our advisors and gain hands-on experience in financial planning, investment management, and client service.
To apply for our internship program, please send your resume, cover letter, and unofficial transcript to internships@hacwm.com by March 1st for summer positions.
Schedule a complimentary consultation to discuss your financial goals.
