Branch Manager

We are excited to offer this position in our growing firm. We are interested in a candidate with enough experience and demonstrated skills to step immediately into a branch manager role or to shortly develop into it with additional training. In this position you will manage or support our Marketing, HR, Client Service, Administration, and Compliance. We are looking for someone who easily grasps business related topics and is great with detail. Must be organizationally focused and highly motivated to support a tight and high functioning team. A business or finance background is preferred, but not a deal breaker. You should at least have a strong interest in personal finance. This is a position that will offer many new challenges and opportunities for growth.

Our ideal candidate will have a positive attitude, be dependable, enjoy learning new skills, be motivated by a sense of duty and loyalty, will not shy away from taking on more responsibility, and can be both analytical and creative. Compensation based on experience.

About Hess Financial

We are a financial planning firm located in Harrisonburg, Virginia. We have consistently experienced solid growth and have assembled a very skilled group of financial professionals. Our niche is providing comprehensive financial planning through deep and personal relationships with our clients. Its extremely fulfilling work!

The Culture at Hess Financial

We care deeply about our clients and employees alike and we work hard to maintain an engaging culture within our organization. We believe in the power of a high-performance teamwork, and we want everyone to feel a sense of pride and ownership in what we accomplish together. We also believe in the benefits of having a healthy work/life balance. We provide a generous amount of paid time off to provide flexibility, help prevent burnout and promote general mental wellness.

Responsibilities:

This is a multifaceted role and will include a wide assortment of responsibilities.

• Answer phones and greet guests.
• Set up appointments and manage office calendars.
• Interacting with clients and responding to requests as needed.
• Preparing and managing paperwork.
• Proof reading presentations to ensure clarity and make grammar corrections.
• Create reports and analyze patterns. (Information will be both quantitative and qualitative.)
• Mange hourly client billings.
• Help with a variety of marketing tasks like updating our website, putting our monthly newsletter together and managing our social media presence.

Qualifications:

Long term success in this job will require a working knowledge of financial planning and investment concepts. You don’t need to know anything coming in, but you do need to have an interest in learning!

• A 4-year college degree. (A degree in Business, Finance, Statistics, or Economics is a plus, but not required.)
• Experience in Financial services is a plus but is not necessary.
• Computer savvy, especially with Microsoft Office software.
• Exceptional organizational skills.
• Detailed oriented.
• Superb listener.
• High emotional intelligence.
• Excellent writing skills and the ability to edit other people’s work.
• Has a love of learning new things.
• Must have excellent interpersonal skills, including phone demeanor, the ability look and sound professional, and a genuine interest in helping people.
• Finding someone with a personality that complements our current team will be very important.
• Ability to manage multiple projects at once without sacrificing quality.
• Makes decisions based on data, logic and past experience.
• Comfortable working in a team and alone.
• Ability to be both analytical and creative.
• A strong desire to develop personal and professional skills.

Why Harrisonburg, VA? Harrisonburg is a small city located in the central Shenandoah Valley. It has a small-town vibe with college town growth and resources. It is a hub for foodies, history buffs, art enthusiasts and outdoor adventurers alike. Like to escape on the weekends? We are 2 hours from Richmond and Washington, D.C.!

Interested in Applying?

Along with your resume, please include a cover letter that explains why this position appeals to you and why you would be a good fit.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Work Location: In person

Salary : $50,000 - $75,000