Senior Financial Advisor
Company: NAPFA Consumer Group
Location: San Jose
Posted on: May 3, 2024
Job Description:
Hilary Hendershott 2025 Gateway Place Ste 405 San Jose, CA 92672
Hendershott Wealth Management, LLC, is a thriving and unique
financial services firm looking to hire a remote and experienced
Senior Financial Advisor to join our team. As a Senior Financial
Planner at HWM, you are an integral and strategic member of our
team that seeks and offers wisdom and is passionate in helping
clients increase their net worth.Job responsibilities:
- Provide comprehensive financial planning and investment
advisory services
- Research and present financial and tax strategies
- Partner with clients to fulfill on their retirement
planning
- Implement risk management and tax planning strategies
- Make estate planning, Social Security, cash flow management and
debt management recommendations
- Manage & grow client relationships
- Identify and cultivate new clients through your own connections
and community
- Empower clients to reach and exceed their goals
- Contribute content ideas for marketing efforts with your
financial planning knowledge and experience
- Process client service forms
- Demonstrate ownership of company needs and client
processes
- Demonstrate leadership in company meetings
- Participate in business development and company
initiatives
- Maintain systems and processes to make sure you don't "drop the
ball" and finish tasks/projects to completion
- Additional duties as requiredAs a Senior Financial Planner with
Hendershott Wealth Management you will work in a team environment
utilizing the Diamond Team - structure. This is a full time
remote/virtual position operating in the Pacific time zone with the
possibility of travel 2-4 times per year. Compensation includes a
base salary, quarterly profit-sharing opportunity, 401(k), health
reimbursement plan and vacation/sick time.
- Comprehensive knowledge of topics related to financial
planning
- In-depth understanding of the securities industry, including
investment products and services
- Self-starter with an entrepreneurial spirit
- Exemplary written and verbal communication skills - clear and
concise
- Strong interpersonal aptitude
- Passionate about empowering women and helping clients grow
their net worth
- Ability to maintain confidentiality
- Proficient with financial planning software (eMoney,
Holistiplan)
- Advanced Microsoft Excel skills
- Superior client service standards
- Manages projects to completion
- Follows and builds company processes and procedures
- Takes initiative - seeks out ways to improve the business,
self, and client experiences.
- Strong listening and problem solving skills
- Continuous learner - coachable
- Authentic and kind, yet can hold boundaries.
- You treat others with dignity and respect.Education and
Experience:
- 10 years of financial planning experience at a Registered
Investment Advisory Firm (preferably with a firm who utilized
Buckingham Strategic Partners as a TAMP)
- Series 65 license (or attainment within 90 days of start
date)
- (Preferred, but not required) $10M in assets with clients
committed to you and the plans you built together that will follow
you to HWMTo apply, please send a cover letter and link to either
an online resume or your LinkedIn profile to
jobs@hendershottwealth.com. Send the cover letter in the body of
the email and do not include any attachments. Emails with
attachments will be deleted.Your cover letter should answer the
following questions:
- Tell us about your specific experience in financial planning
and why you chose this profession.
- Tell us about a time when you had to be creative or
unconventional in solving a problem.
- Tell us something you've failed at in the past, how you
reacted, and what you learned.We look forward to getting to know
you!About the Company:We see a world where prosperity intersects
with generosity and reciprocity. Where you are free from the past,
author your own life, constituted in the belief that "anything is
possible," and envision and design a life that is rebalanced and
aligned with your values.Our world-class culture allows you to
contribute your best talentsAt Hendershott Wealth Management, we
empower people's financial lives by helping them make the most of
their money so they can thrive. Our team of financial advisors,
client relationship managers, investment managers, financial
coaches, and administration work together to provide unparalleled
support and guidance for our beloved clients. Our shared values of
Integrity, Empowerment, Grace, Fun & Ease, Wisdom and Love combine
to deliver the very best care for our clients and also creates an
environment where team members are encouraged, celebrated, and
valued. For more information, visit hendershottwealth.com.The
perfect career or internship is just a click away, give it a
try!
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Keywords: NAPFA Consumer Group, Richmond , Senior Financial Advisor, Accounting, Auditing , San Jose, California
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