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ENVISION … starting each day motivated to evolve, excel and make a difference. We’re on that mission – and we’d love your assistance!

Job Opportunities

Make a Meaningful Impact

Discover the unique chance to be a part of Heckman Financial

Empowering Dreams, One Dollar at a time

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Make a Meaningful Impact

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Discover the unique chance to be a part of Heckman Financial.

Play Video

Empowering Dreams, One Dollar at a time.

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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...

RETIREMENT

LET'S STAY HEALTHY

Group health insurance plan with a great provider network. It’s the same health insurance Eric has for himself. We pay for your health, dental, long-term disability, life and vision insurance. Plus, you’ll get paid time off to visit 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?

WANT TO LEND A HAND?

IF YOU'RE NOT GROWING, YOU'RE DYING

HOW DO I GET THERE?

WOW, YOU'RE SMART

EXPLORE OPPORTUNITIES TO BE PART OF OUR ELITE TEAM

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Tax Client Services Assistant

Are you looking for a seasonal role that fits around your schedule? Do you thrive on staying organized, accurate, and on top of details? If you enjoy keeping things running smoothly behind the scenes and take pride in getting the details right, then we would love to talk to you.

Our well-established and growing financial firm in San Jose, California, is seeking a part-time, seasonal Tax Client Services Assistant to join our team during tax season. This role keeps client documents organized, systems accurate, and returns moving through tax season without anything falling through the cracks.

The ideal candidate for this role is someone who is highly organized, detail-oriented, and comfortable working across multiple systems, including entering client tax information, maintaining accurate records in internal trackers, and following up on missing items to keep returns moving from intake through delivery.

Minimum Requirements

Available part-time for the tax season

Strong attention to detail and accuracy

Clear written communication skills

Comfort working in tax software, CRM systems, and project-management tools

Tax data-entry or administrative experience in tax, accounting, bookkeeping, or financial services is a plus

Experience with Drake or similar tax software is a plus

Position Responsibilities

Scan, rename, organize, and file incoming client tax documents

Input client tax data into Drake (income, deductions, and other return data) following office standards

Maintain accurate client information in Salesforce, Drake, and internal trackers

Track return workflow stages and follow up on missing items

Support extension tracking, organizer follow-up, and return delivery coordination

Prepare client folders, maintain internal checklists, and keep files audit-ready

Save meeting notes and documentation to the appropriate client records

Support client communication using approved templates and processes

Key Traits

Highly organized with strong follow-through

Comfortable with repetitive, detail-heavy work

Reliable and consistent during a fast-paced season

Professional discretion with sensitive information

Team player who communicates clearly

This role is not responsible for final tax-planning recommendations, advisory decisions or tax strategy, or final review/sign-off on returns.

If this is you, then go here to submit an inquiry for this position: info@wealthcreator.com

Advisor Service Specialist

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, California, 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.

Minimum Requirements

College degree preferred
2 + years of health insurance experience with an emphasis on sales
Life and Health Licensed
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communications skills, both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word and PowerPoint)
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: info@wealthcreator.com

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BECOME A PART OF HECKMAN FINANCIAL!

Make a Meaningful Impact

Discover the unique chance to be a part of Heckman Financial

Empowering Dreams, One Dollar at a time

Make a Meaningful Impact

Discover the unique chance to be a part of Heckman Financial.

Empowering Dreams, One Dollar at a time.

Beginning with Heckman Financial

Our craft is our passion

Not only do we pay well, but we offer our team these awesome goodies...

ALL WORK AND NO PLAY...

RETIREMENT

LET'S STAY HEALTHY

HUNGRY?

WANT TO LEND A HAND?

IF YOU'RE NOT GROWING, YOU'RE DYING

HOW DO I GET THERE?

WOW, YOU'RE SMART

EXPLORE OPPORTUNITIES TO BE PART OF OUR ELITE TEAM

Ready to join our team?

Tax Client Services Assistant

Read More

Advisor Service Specialist

Read More

Career Application

Contact Us

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