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 entrbepreneurial 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, Monday through Friday from 8am to 5pm
• Compensation range of $110,000–$155,000
• Quarterly profit-sharing opportunity
• 401(k) program with employer matching
• Health reimbursement plan
• Paid vacation and sick time
• Collaborative Diamond Team structure including a Senior Advisor, two Lead Advisors, and an Associate Advisor, with abundant opportunities for mentorship and professional collaboration
• Access to executive coaching to support professional growth and leadership development
• Clear and detailed career tracks, reviewed regularly to support long-term professional and financial growth
• Company-sponsored professional growth, continuing education, and networking opportunities
• Comprehensive training provided
• Company-provided computer; reliable internet and phone required
• Opportunity for travel 2–4 times per year
• Standard background check required
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Your cover letter should answer the following questions:

1. Tell us about your specific experience in financial planning and why you chose this profession. 
2. Tell us about a time when you had to be creative or unconventional in solving a problem.
3. 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!

Why HWM?

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.

Additionally, we are deeply committed to investing in our team members’ long-term growth. In addition to competitive compensation and benefits, employees have access to executive coaching, mentorship from experienced colleagues, and clear career tracks for every role, which are reviewed regularly. We also support ongoing professional development by funding relevant conferences, courses, and learning opportunities. Our goal is to create an environment where team members are supported not only in doing excellent work today, but also in building meaningful, sustainable careers.

For more information, see our homepage.