Associate Financial Advisor — Hybrid, Growth Path at ESOP

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

Benefits offered by this job

401(k) match

Health insurance

Flexible PTO

Educational reimbursement

Recognition platform

Wellness benefit

Early Friday closure

Snacks

Job summary

Team Hewins, LLC in Miami, FL is seeking an Associate Financial Advisor to deliver personalized service and support to client relationships. The role blends in-office collaboration with remote work, roughly three days in the office and two at home.

You will help manage client data, prepare for meetings, and contribute to analyses and reports while pursuing the CFP designation within 2–3 years and leveraging a collaborative, fiduciary culture.

Qualifications

• Bachelor’s degree required.
• 1–2 years of experience in financial planning or wealth management.
• CFP designation within 2–3 years.
• CPA designation a plus.

Responsibilities

• Deliver exceptional service to clients.
• Manage the workflow of the team.
• Schedule and prepare for client and prospect meetings.
• Attend meetings and coordinate follow-up.

Skills

Communication skills

Client service

Organizational skills

Team collaboration

Office software

Education

Bachelor's degree

CFP designation

CPA designation

Job description

Team Hewins, LLC in Miami, FL is seeking an Associate Financial Advisor to deliver personalized service and support to client relationships. The role blends in-office collaboration with remote work, roughly three days in the office and two at home.

You will help manage client data, prepare for meetings, and contribute to analyses and reports while pursuing the CFP designation within 2–3 years and leveraging a collaborative, fiduciary culture.