Associate Financial Advisor — Hybrid, Growth Path

Team-Hewins,-LLC; Miami (FL); Hybrid; USD 75,000 - 91,000; Full time

Benefits offered by this job

401(k) plan with employer match

Competitive health insurance options

Flexible Paid Time Off

Educational reimbursement

Employee engagement platform

Health and wellness benefit

Early office closure on Fridays

Beautiful offices and snacks

Job summary

Team Hewins in Miami, FL seeks an Associate Financial Advisor to join a hybrid team, three days in-office, two days at home. You will deliver personalized service, support the client workflow, and grow into a primary advisor on relationships.

The role emphasizes teamwork, precision, and proactive client engagement. The position requires a bachelor’s degree in finance or related field, 1–2 years of wealth management experience, and a plan to obtain CFP designation within 2–3 years.

Qualifications

• Bachelor's degree in finance, wealth management, or related field.
• 1–2 years of experience in financial planning, wealth management or related industry.
• Strong written and verbal communication and proficient with standard office software.
• Plan to pursue CFP designation within two to three years.

Responsibilities

• Delivering exceptional service to our clients.
• Managing the workflow of the team.
• Scheduling and preparing for client and prospect meetings.
• Attending meetings and coordinating follow-up.
• Inputting client data into our financial planning program and producing reports and analysis.
• Performing regular review of client accounts, reports and invoices to ensure accuracy.
• Coordinating with Client Service and Investment Operations on account paperwork and related tasks.
• Ensuring all client activity is properly documented and compliant.

Skills

Communication

Teamwork

Attention to detail

Organizational skills

Proactive mindset

Education

Bachelor's degree in finance or related field

CFP designation within 2–3 years

Job description

Team Hewins in Miami, FL seeks an Associate Financial Advisor to join a hybrid team, three days in-office, two days at home. You will deliver personalized service, support the client workflow, and grow into a primary advisor on relationships.

The role emphasizes teamwork, precision, and proactive client engagement. The position requires a bachelor’s degree in finance or related field, 1–2 years of wealth management experience, and a plan to obtain CFP designation within 2–3 years.