Our mission at Hemington is to 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. At the moment, we are actively searching to hire a Lead Advisor in Chicago with 5-10 years of experience. Role and full job description is detailed at right.
We are also always looking to meet exceptional wealth advisors who exhibit our core values and are open to meeting candidates for the following roles at our Tyson’s Corner location:
- Lead Advisor – 5-10 years of experience
- Relationship Manager – 10+ years of experience
We offer competitive compensation commensurate with skills and experience, along with a generous benefits package that includes 401(k) profit sharing and quarterly bonuses based on the firm’s growth after one year of employment. After 5 years on Hemington’s team, our employees enjoy a 5-weeks paid sabbatical.
For more information, please contact:
Eileen O’Connor
CEO & Founder
email: eileen.oconnor@hemingtonwm.com
Telephone: 703.828.2480
Current Career Opportunities
Role: Client Service Manager
Location: Remote
Hemington is hiring a Client Service Manager with 1-5 years of experience who will play an integral role in supporting a rapidly growing team. This highly organized professional will be a key participant in the firm’s operations by leveraging technology, internal resources, and custodial relationships. Our ideal hire is very detail-oriented, naturally curious and caring, and committed to providing an exceptional experience for Hemington clients.
WHO WE ARE
Hemington Wealth Management is a boutique, high-end planning firm that is headquartered in Fall Church, VA, with seventeen professionals firmwide and a Chicago location. Our mission is to change outcomes for our clients. It is not just about presenting the best investment recommendations and optimizing all the various pieces of our clients’ financial plans. We act as a Personal CFO for our clients and create space in meetings for clients to feel supported, understood, and excited about making their “Hemington” come true. Hemington’s Chicago client base has grown exponentially over the past five years, in part due to our expertise and niche focus on serving Breadwinner Women Lawyers.
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.
WHO YOU ARE
- You love a list and take great pride in how detailed and organized you are!
- You thrive in a fast-paced firm that is blessed with an abundance of new clients; helping onboard and transition new clients is one of your favorite parts of the job.
- 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 enjoy data mining and getting the details right as much as you love helping others.
- You look forward to collaborating with a team of experts who really care about making their clients’ lives easier.
- You are confident in your ability to provide a fantastic client experience. You cultivate close client relationships by being responsive and attentive to details, and constantly exceed client expectations.
- You exude positivity, patience, and empathy. Willing to listen to and connect with clients to ensure they feel known by Hemington. Communicate clearly and respond to emails within 1 business day or less.
- You perpetuate consistency and accuracy using various tools. Use Salesforce to carry out workflows and communicate with team to ensure nothing is missed. Set up and maintain accounts, move money, send gifts, ensure compliance requirements are met. Log all client activities in Salesforce. Maintain data accuracy in Salesforce and custodial platforms (we use Veo and Schwab). Troubleshoot team efficiency issues and client experience issues and recommend fixes. Follow all compliance rules, using workflows and tasks as instructed.
- Your teammates are deeply important to you; you feel lucky they are so focused on helping you develop in your role to become successful.
HIGHLIGHTS OF THE ROLE
- Competitive compensation commensurate with skills and experience
- Generous 401(k) profit-sharing
- Quarterly team and net new bonus opportunities
- Flexible working policies
- Professional development support & budget
- Company-paid health insurance
- Summer Jumpstart Fridays
- Paid 5-week Sabbatical every 5 years
Download the job description and full details for this role here (PDF 152kb)
For more information, please contact:
Bret Caling
Chief Operating Officer, Hemington
email: bret.caling@hemingtonwm.com
Telephone: 571.206.5690
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