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, Fremont , Senior Financial Advisor, Accounting, Auditing , San Jose, California