Lead Financial Advisor

Hendershott Wealth Management® is a thriving and distinctive financial services firm seeking a full-time, fully remote Lead Financial Advisor to join our team. In this role, you will be an integral and strategic member of our team that seeks and offers wisdom and is passionate in helping clients increase their net worth. At HWM®, we believe wealth is more than money. We are independent-minded, committed professionals who infuse our work with integrity, grace, and joy. If you’re detail- and people-oriented, systems-driven, and motivated to contribute to a team that helps clients thrive - not just financially, but in all of life - this may be the place for you. 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 required Skills & Traits Required • 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 • Extreme attention to detail • 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 Focus Partners as a TAMP) • Current CFP® professional • 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 HWM Things to Know • Full-time, remote position, working Pacific Time 8am - 5pm Monday - Friday • Compensation range: $110,000 - $140,000 • Quarterly profit-sharing opportunity • 401(k) program with employer matching • Health reimbursement plan • Paid vacation/sick time • You will work as part of a Diamond Team structure • Training provided. • Computer provided; reliable internet and phone required. • Possibility of travel 2-4 times a year • Standard background check required. To apply, please send a cover letter and link to either an online resume or your LinkedIn profile to [email protected]. Send the cover letter in the body of the email and do not include any attachments. Emails with attachments will be deleted. If you apply directly through Indeed, please include a cover letter with your application. 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 At Hendershott Wealth Management, our Ultimate Intent is simple yet powerful: People are thriving. We empower individuals to take control of their financial lives so they can live fully and with confidence. Our team of advisors, operations professionals, and administrative staff provides unparalleled guidance with both expertise and humanity. We see a world where prosperity intersects with generosity and reciprocity, where people are free from the past, author their own lives, and live in alignment with their values. Our shared values - Integrity & Accountability, Grace, Fun & Ease, Personal Growth, and Love & Connection - shape everything we do, from how we care for clients to how we support each other as a team. We are uncompromising about living true to our callings and creating a culture where your contributions are encouraged, celebrated, and valued. For more information, see our homepage: https://hendershottwealth.com/ Job Type: Full-time Pay: $110,000.00 - $140,000.00 per year Benefits: • 401(k) • 401(k) matching • Paid time off Schedule: • Monday to Friday Application Question(s): • The vast majority of our clients are located in the Pacific time zone, therefore we are responsive to client emails from 8am to 5pm Pacific Time. Are you available to work those hours each week? Experience: • Financial planning: 10 years (Required) License/Certification: • CFP (Required) • Series 65 (Preferred) Work Location: Remote