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JOIN OUR TEAM.

Our mission at Hemington is to Change Outcomes.

CHANGE OUTCOMES

Our work is not just about presenting the best investment recommendations and optimizing all of the various pieces of our clients’ financial plans. We hire people who light up when they share stories of helping others. We inspire each other to dig deeper, think bigger and ask better questions than anyone else in our industry. We create an environment where the unique excellence of each team member is unleashed to make the most impact for our clients. Our clients tell us they leave meetings feeling supported, understood, and excited about making their “Hemington” come true.

We are proud to have created a firm that is growing so quickly because we are Changing Outcomes.

WHO WE ARE

Hemington Wealth Management is a high-end planning firm that is headquartered in Falls Church, VA with $1 billion in assets under management. Our team has seventeen highly credentialled professionals firmwide with five employees based in our satellite office in Chicago. Our mission is to change the outcomes of our clients’ lives by proactively providing a broad range of wealth management services. In our capacity as Personal CFO for our client families with investable assets of at least $3 million, we create space in meetings for clients to feel guided, understood, and excited about making their “Hemington” come true. The firm has consistently been named as a “Best Places to Work” by Investment News and is one of the fastest growing RIAs in the industry.

Our approach is truly collaborative, and our values are the foundation of decision-making and actions: People First, Better Together, Integrity Always, and Commitment to Excellence.

KEY BENEFITS WE OFFER

  • Competitive compensation commensurate with skills and experience
  • Generous 401(k) profit-sharing
  • Quarterly team and net new bonus opportunities
  • Flexible and remote working policies/home office tech set up
  • Professional development support & budget
  • Company-paid health insurance
  • Summer Jumpstart Fridays
  • Paid 5-week Sabbatical every 5 years

JOB TITLE: Senior Wealth Advisor

LOCATION: Northern Virginia, MD, Washington, DC

Hemington is hiring a senior Certified Financial PlannerTM with 10-15+ years of experience who will play a lead role in delivering advanced financial planning services to a rapidly growing group of high net worth and ultra high net worth clients. This highly organized professional will be a key leader in virtual and in-person client meetings and oversee the preparation and systematic delivery of comprehensive financial plans. Our ideal hire is a talented technician and detail-oriented team player with outstanding relationship management skills who is committed to providing an exceptional experience for Hemington clients.

WHO YOU ARE

  • You love leading client engagements and making a difference in the lives of our HNW and UHNW clients.
  • Ideally, you have technical expertise in income tax and/or estate planning (advanced degree, CWPA or other certification(s) in addition to your CFP®, a plus).
  • You hold yourself to very high standards of excellence, enjoy proactively running with things and problem-solving without being told exactly what to do, and your work ethic has always served you well.
  • You are a lifelong learner who is proficient with financial planning software (we use MoneyGuidePro and Holistiplan); very comfortable in Excel, PowerPoint, and a CRM (we use Salesforce + Orion).
  • You look forward to client meetings and feel proud of how you can simplify complex ideas to help educate clients and clearly communicate key recommendations.
  • You are motivated by the opportunity to earn significant bonuses for bringing in new business or for assisting others to do the same but also appreciate that this is not a requirement to succeed and advance here.
  • You are confident in explaining the details of a portfolio that aligns with an evidence-based investment philosophy and appreciate that our strategy doesn’t require storytelling or attempts to forecast market conditions.
  • Your teammates are deeply important to you, you are a great manager of younger advisors with whom you collaborate in serving clients, and you are appreciative of the generous firm resources to help you succeed in your dream job.
  • You enjoy mentoring and training younger advisors, freely sharing your expertise and client cases so that the entire firm can benefit from your experience.
  • You enjoy that part of your job entails taking a leadership role internally, such as advisor training, advanced planning quality control or taking ownership of a particular technology tool.

For more information, please contact:
Eileen O’Connor, CFP®
CEO & Founder
email: [email protected]
Telephone: 703.622.3499

Download Job Description PDF Here

JOB TITLE: Associate Lead Advisor

LOCATION: Chicago, IL or DC Metro Area

Hemington is hiring a Certified Financial PlannerTM candidate with 2-5 years of experience who will play an integral role in supporting a rapidly growing group of high net worth clients. This highly organized professional will be a key participant in supporting a team of wealth advisors in our Chicago and Virginia office with preparing comprehensive financial plans, assisting with meeting preparation and follow-up, and servicing the day-to-day client inquiries. Our ideal hire is very detail-oriented, naturally curious and caring, and committed to providing an exceptional experience for Hemington clients.

WHO YOU ARE

  • You love a list and take great pride in how detailed and organized you are! You are task-oriented and truly enjoy organizing and analyzing client data.

  • You are genuinely excited to learn and collaborate with a team of experts who really care about making their clients’ lives easier.

  • You have excellent written and interpersonal skills.

  • You enjoy data mining and getting the details right as much as you love helping others.

  • Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, and Outlook).

  • You are very coachable, adaptable to change, and proactive in seeking opportunities for improvement.

  • You hold yourself to very high standards of excellence, enjoy running with things without being told exactly what to do, and your work ethic has always served you well.

  • You thrive in a fast-paced firm that is blessed with an abundance of new clients, where you can make firm-wide contributions from day one by taking detailed meeting notes, and assisting advisors with varied tasks related to all aspects of financial planning.

  • Your teammates are deeply important to you; you feel lucky they are so focused on helping you develop as an advisor, collaborative in serving clients, and generous with firm resources to help you succeed and grow in your role.

  • You are working towards obtaining the CFP® certification.

For more information, please contact:
Paige Mabry, CFP®
Wealth Advisor
email: [email protected]
Telephone: 571.423.0072

Download Job Description PDF Here