Associate Financial Advisor

Team Hewins, LLC; Foster City (CA); Híbrido; USD 93 000 - 111 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) with employer match

Health insurance options

Flexible Paid Time Off

Educational reimbursement

Wellness benefits

Onsite gym

Resumo da oferta

Team Hewins, LLC seeks an Associate Financial Advisor to deliver personalized service and hospitality, with a path to becoming a primary advisor on client relationships. The role is based in Foster City, CA, operating on a hybrid model (three days in-office, two days at home).

You will support client data management, reports, and account reviews, with opportunities for growth into a fiduciary advisory role.

Qualificações

• Bachelor's degree in finance or related field.
• 1–2 years of experience in financial planning or wealth management.
• Interest in obtaining CFP designation within 2–3 years.

Responsabilidades

• Deliver exceptional service to clients and prospects.
• Manage workflow of the team.
• Schedule and prepare for client and prospect meetings.
• Attend meetings and coordinate follow-up.
• Input client data into our financial planning program and produce reports.

Conhecimentos

Attention to detail

Organizational skills

Communication skills

Team player

Self-starter

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee owned. We live to serve and guide successful people to financial wellbeing, and we are looking for Financial Advisors who share our core values and commitment. If this is you, we want you to join our team!

As an Associate Financial Advisor, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. The career path for this role graduates to becoming a primary advisor on client relationships, with the opportunity to learn how to meet and engage with prospective clients. The role is based in our Foster City, CA office and works on a hybrid model (currently three days in the office, two days at home). Your main responsibilities will include:

• Delivering exceptional service to our clients
• Managingthe workflow of the team
• Schedulingand preparingfor client and prospect meetings
• Attending meetings and coordinating follow-up
• Inputing client data into our financial planning program and producingreports and analysis
• Performing regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-up
• Coordinatingwith our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverables
• Ensuringall client activity is properly documented and compliance-related items are up to date and delivered

Are you the right fit?

• You are passionate about helping people and are dedicated to exceeding client expectations
• You have strong organizational and rigorous follow-up skills to ensure all client needs are being met
• Attention to detail is second nature to you—it’s all about getting things right
• You love being part of a team and actively engage with other team members to bring our best to clients
• You are a proactive self-starter and do not hesitate to ask questions to get the job done
• You have excellent written and oral communication skills and are proficient with standard office software
• You have a bachelor's degreeand at least 1-2 years of experience in financial planning, wealth management or related industry
• You expect to earn your CFP designation within two to three years.
• Bonus points: you have a major or minor in a CFP Board-accredited Personal Financial Planning Program and/ora CPA designation

What Do We Offer?

We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.

We offer a comprehensive benefits and perks package which includes:

• 401(k) plan with an employer match
• Competitive health insurance options, with a generous employer contribution
• Flexible Paid Time Off (FTO) program
• Educational reimbursement
• Employee engagement platform for recognition and rewards
• Health and wellness benefit
• Early office closure on Fridays
• Beautiful offices and plenty of snacks
• Onsite gym and more

Compensation Range: $93,000 to $111,000