Make a Meaningful Impact.
Our endeavors have the possibility to positively impact the lives of so many individuals.
Discover the unique chance to be a part of Heckman Financial.
Beginning with Heckman Financial
When you become a part of Heckman Financial, you collaborate with an elite team of individuals, carefully chosen for their resilience and unparalleled capabilities. Every member is deeply committed to the core mission of positively shaping key influencers.
Our craft is our passion.
We chase it with an unwavering dedication to OUTSTANDING quality. Our aim? To improve and be #Growingeveryday. Ordinary isn’t what we’re after… We’re in pursuit of the outside of the box creativity ensuring success.
Not only do we pay well, but we offer our team these awesome goodies...
All work and no play…
Unlimited paid time off. As long as you get it done, then feel free to have some fun
Retirement
We offer Roth 401(k)s with a 4% company match.
We know a lot about money. It’s what we do, and our team members should have a retirement plan like our clients.
Let’s Stay Healthy
Group health insurance plan with a great provider network
It’s the same health insurance that Eric has for himself.
We pay for your health, dental, long-term disability, life and vision insurance.
Paid time off to go to the doctor, dentist, optometrist, etc. We care about your mental health too, so we have an EAP. Flexible spending and Health Savings accounts help pay for costs on a tax-free basis. There’s even an on-site gym.
Hungry?
Free drinks, snacks, coffee, tea, and hot cocoa — all on-site. If we don’t have it, we can start ordering it for you. We have quarterly team lunches.
Want To Lend a Hand?
We support these charities financially and with paid time off to volunteer:
Second Harvest Food Bank, Red Cross, Boy Scouts
If you're not growing, you’re dying.
Mentorship is part of the deal. We have weekly personal development sessions as a team. Want to take a course, a class, or anything to improve your professional skills, we will pay for 80% of it. The 20% you pay motivates you to complete it.
We want to help you as a person, not just as an employee.
Do I need to be at the office every day?
We know traffic is no fun. Most of our team(depending on role) is hybrid, coming into the office 2-4 days a week. We believe in GSD- Get Stuff Done. As long as you GSD, you can work from where it makes sense for you.
How Do I Get There?
Our office is the Comerica Bank building next to 87 and two blocks from the SAP center. We have free parking for all team members. We are a few blocks from Cal Train and light rail, and the VTA bus stop is in front of the building. You can use the parking anytime for events downtown or at SAP.
Wow, You’re Smart.
We’ll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration. We’ll even pay for your Certified Financial Planner® designation. Want to get an Enrolled Agent designation? Let’s do it.
Those rare individuals with an unwavering drive, an appetite for challenges, and a thirst for GROWTH, who possess resilience and embrace hard work. We get it. Not everyone fits this mold. Do you stand out?
If that resonates, we encourage you to heed the call. Rise to the occasion and embark on this epic adventure with us. Trust us, it’ll be among the most rewarding journeys of your life.
Introducing Our Crew
These individuals are truly one-of-a-kind. Beyond their exceptional talents, profound skills, and unwavering dedication, they possess an indescribable ‘extra’—an essence best termed as “heart”. Their deep-rooted and fervent care is evident: in their work, our shared purpose, and their camaraderie with one another.
ERIC HECKMAN CFP®, ChFC®, CLU®, CRTP, President
Eric is a well-known speaker and author in the San Jose community. For over 30 years, he has been the president of Heckman Financial and Insurance Services, Inc., a firm that provides objective and comprehensive advice to his clients by helping them to create strategies to preserve their assets, increase income and potentially reduce taxes. Eric is the founder of the Financial Knowledge Institute, a 501(c)3 nonprofit organization, and is the author of “Worry Less Wealth.” A longtime San Jose resident, he serves on the board of the Rotary Club of San Jose Foundation, is active in the San Jose Downtown Association and is a Boy Scout leader. Eric has been married to Anna since college graduation, and they have three boys. Eric and Anna have been remodeling their 1937 Cape Cod-style house in downtown’s Naglee Park in between all of their children’s activities. CA Insurance License #0A95364
BOB ERICSON
CFP®, Investment Adviser Representative
ROGER GAINER
ChFC®, RICP®, North Bay Investment Adviser Representative
KEVIN MCCLELLAND
Investment Adviser Representative
MATT MCCRAE
Servicing Advisor
JENNINE
Chief of Operations
JASON
Financial Analyst & Client Support
DAWN
Client Service Specialist
ASHLEY
New Client Concierge
ELLEN
Administrative Support
AMBER
Account Specialist
IRINA
Tax Preparer
BILLY
Executive Assistant
New Client Concierge
Join Our Team as a New Client Concierge at Heckman Financial and Insurance Services, Inc.! Are you passionate about helping people achieve financial security? Do you excel in creating exceptional client experiences? If so, we want you to join our dynamic team!
At Heckman Financial and Insurance Services, Inc. we pride ourselves on providing unparalleled financial planning and wealth management services. Our team is dedicated to empowering clients to achieve their financial goals and live their best lives. As a member of our team, you will enjoy a supportive work environment, opportunities for professional growth, and the satisfaction of making a meaningful impact on our clients' lives.
Mission:
The mission of the New Client Concierge is to seamlessly guide new clients through their initial financial planning experience, ensuring exceptional satisfaction and efficient onboarding to foster long-term client relationships.
Key Results to be Generated:
- High Conversion Rate of Initial Appointments to Ongoing Clients
- Positive Client Experience and Satisfaction During the Onboarding Process
- Efficient and Organized Appointment Scheduling Process
Essential Skills:
- Communication
- Customer Service
- Organization
- Time Management
- Problem-Solving
- Attention to Detail
- Interpersonal
- Sales
- Technical Proficiency
- Adaptability
- Team Collaboration
Key Attributes:
- Empathy
- Patience
- Professionalism
- Attention to Detail
- Dependability
- Positivity
- Adaptability
- Proactivity
- Confidentiality
- Client-Focused Mindset
- Resourcefulness
- Resilience
Primary Responsibilities:
- Appointment Scheduling and Coordination
- Client Onboarding and Orientation
- Communication with Clients
- Document Preparation and Management
- Client Relationship Building
- Support to the Financial Advisor
Are you ready to take on the challenge of creating exceptional client experiences and contributing to the success of our financial planning team? If you have a passion for helping others and the skills to deliver outstanding service, we want to hear from you!
APPLY NOW to join Heckman Financial and Insurance Services, Inc., and make a lasting impact on our clients' financial futures. Visit www.wealthcreator.com to learn more about us and submit your application. We look forward to welcoming you to our team!
Ready to join our team?
Tax Advisor and Preparer
Supercharge Your Career with Our Dynamic Team!
Join us at Heckman Financial and Insurance Services and turn your passion for tax into a truly rewarding experience!
At Heckman Financial and Insurance Services Inc., we are more than just a company. We are a close-knit team dedicated to empowering our clients to achieve their financial goals. As a team member, you can work with a diverse group of clients and deliver solutions that truly make a difference in their lives. With our supportive, innovative, and growth-oriented work environment, you will have every opportunity to broaden your skills and advance your career.
Your mission as a Tax Advisor and Preparer is to deliver accurate and strategic tax services that enhance our client's financial health, ensure complete compliance with tax laws, and foster strong client relationships, thereby contributing to the firm's reputation and client satisfaction.
Expected Results:
- Provide comprehensive tax planning and preparation, enhancing client financial health.
- Ensure full tax compliance and effective risk mitigation like Roth conversion planning
- Achieve high client satisfaction and retention rates.
Skills and Attributes:
- Comprehensive knowledge of tax regulations and planning.
- Exceptional analytical and problem-solving skills.
- High attention to detail and accuracy.
- Excellent communication and client service skills.
- Strong ethical standards and professionalism.
- Adaptable, proactive, and resilient.
Responsibilities:
- Comprehensive tax planning and preparation.
- Ensuring compliance with tax laws and regulations.
- Client consultation and relationship management on tax issues
- Representing clients in tax disputes or audits.
- Continuous learning and staying updated on tax laws.
- Effective collaboration and communication within the firm.
Are you ready for a challenge? Are you prepared to take your career to the next level by joining a team that's truly committed to making a difference in our clients' lives? If you're a Tax Advisor and Preparer who's driven by the desire to help clients achieve their financial goals, we want to hear from you. This position can be remote, in-office, or hybrid. It is 20-40 hours salaried position with bonuses.
Click the APPLY NOW button and start your journey with Heckman Financial and Insurance Services Inc. today!
Account Specialist
Imagine a world where people wake up every morning inspired to grow, deliver excellence, and make a big impact in the community. That’s what we do, and we need your help.
If so, we’ve got a perfect place for you.
Our team at Heckman Financial and Insurance Services, Inc. (www.WealthCreator.com) is focused on helping people plan for their retirement, save money on fees and taxes, and educate the community on personal financial matters. As our Account Specialist, you would be the superstar that helps set up the accounts for our clients, helping them achieve their retirement dreams!
There is always someone needing our help, sometimes a lot of people need our help at once, but our all-star team works cohesively and dynamically to ensure client success . We consider our work our “art” and strive for excellence in everything we do.
If inside you’re saying, “Heck Yeah!” please continue…
Our new Account Specialist will enhance our client experience by going arm-in-arm with our clients and operations teams to create and implement emotionally engaging sales and customer service through EXCELLENT organization and reliability!
Our new Account Specialist will enhance our client experience by going arm-in-arm with our clients and operations teams to create and implement emotionally engaging sales and customer service through EXCELLENT organization and reliability!
You are the SUPERSTAR we are looking for if…
- You are HUNGRY & EAGER to learn, grow & become #BetterEveryDay
- You are dedicated and dependable
- You are flexible and resilient when faced with rapid-fire demands on your attention.
- You are often described as caring and a great listener by your friends and family.
- You aren’t afraid to voice your own opinions to make something better.
- You find it easy to empathize with others.
- You enjoy helping people and meeting their needs in a consistent manner.
- You are proactive, forward-thinking, and “think on your feet.”
- You have high standards for your work.
- You are a highly motivated self-starter and a quick learner.
- You have a “figure it out” attitude about any new project or task you haven’t done before.
- You can work independently or as a team to attain our team goal of providing excellent client service to each client and prospective client!
What you will do:
- Provide a WOW experience to our customers through personal and engaging email, online meetings and phone calls.
- Initiate and process all new business applications for various insurance products, as well as assets under management.
- There will be PLENTY of opportunities to learn and grow.
- No day will be the same… You certainly won’t be bored!
You should possess the following skills:
- Financial Industry experience (required).
- 2+ years working alongside a Financial Advisor in a fast-paced office environment.
- Securities and Insurance License preferred (or willing to obtain within 90 days.)
- Prior customer service experience.
- Strong organizational and time management skills.
- Attention to detail and accuracy.
- Consistent follow-through abilities.
- Excellent communication skills, both written and verbal.
- Experience with MS Office Suite and ability to learn new software quickly.
- Must be able to work 8-5pm PST.
If this is you then go here to submit an inquiry for this position: jennine@wealthcreator.com
Service & Medicare Advisor - L & H Licensed
Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in San Jose, CA is seeking to add a Medicare Advisor to our Team!
This Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the Financial Advisor, servicing existing clients, and making active outbound calls to set appointments with prospects.
- College degree preferred
- 2 + years of Health insurance experience with an emphasis on sales
- Life and Health Licensed
- Strong organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & Power point)
- Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
- Educate clients and sell Medicare or Health Insurance specified to their needs
- Previous experience with open enrollment
- Develop, manage and retain strong client relationships
- Assist main Advisor with meeting individual and team goals
- Give reviews to existing clients
Key Traits:
- Strong initiative
- Positive attitude
- Ability to market to local clients
- Persistence
- An entrepreneurial perspective to build client base
- Persuasive ability
If this is you then go here to submit an inquiry for this position: jennine@wealthcreator.com