Financial Advisory Careers

Are you a financial professional looking for a rewarding career with a firm that values excellence, integrity, and client service? Helvetica Assets may be the right fit for you.

Why Join Helvetica Assets

Client-Centric Culture: We put clients first in everything we do
Professional Development: Extensive training and support for continuing education
Collaborative Environment: Work with a team of experienced professionals
Competitive Compensation: Attractive salary and benefits package
Growth Opportunities: Clear path for career advancement
Work-Life Balance: Flexible schedules and supportive policies
Cutting-Edge Technology: Access to the best tools and platforms
Fiduciary Standard: Operate under the highest ethical standards

Current Opportunities

Wealth Advisor

Location: New York, NY

Requirements: CFP® or CFA® designation, 5+ years of experience in wealth management

Responsibilities: Serve as primary advisor to high-net-worth clients, develop comprehensive financial plans, manage client relationships

Portfolio Manager

Location: New York, NY

Requirements: CFA® charter, 7+ years of investment management experience

Responsibilities: Manage client portfolios, conduct investment research, participate in Investment Committee

Financial Planning Associate

Location: New York, NY

Requirements: Bachelor's degree in finance or related field, pursuing CFP® designation

Responsibilities: Support senior advisors with financial planning, client service, and analysis

How to Apply

If you're interested in joining our team, please send your resume and cover letter to careers@hacwm.com. We review all applications carefully and will contact qualified candidates for interviews.

Financial Advisory Careers