Hybrid Associate Financial Advisor Employee-Owned

Team-Hewins,-LLC; Foster City (CA); Hybrid; USD 93,000 - 111,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid Time Off

Educational reimbursement

Employee recognition

Wellness benefit

Onsite gym

Snacks

Job summary

Team Hewins, a fee-only RIA, is hiring an Associate Financial Advisor in Foster City, CA. The role offers a hybrid model (three days in the office, two days remote) with potential growth to a primary advisor position on client relationships.

You should have a bachelor's degree and 1–2 years in financial planning or wealth management; CFP designation is aimed for within 2–3 years, with CFP Board accreditation or CPA as a bonus.

Qualifications

• Bachelor's degree required; CFP designation targeted within 2–3 years.
• 1–2 years of experience in financial planning, wealth management or related field.
• CFP Board-accredited Personal Financial Planning program or CPA designation is a bonus.

Responsibilities

• Deliver exceptional service to clients.
• 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 and analyses.
• Regularly review client accounts, reports and invoices for accuracy.
• Coordinate with Client Service and Investment Operations on paperwork and services.
• Ensure all client activity is documented and compliant.

Skills

Client service

Communication

Organization

Attention to detail

Team collaboration

Proactive

Education

Bachelor's degree

CFP candidate within 2–3 years

CPA designation bonus

Tools

Microsoft Office

Job description

Team Hewins, a fee-only RIA, is hiring an Associate Financial Advisor in Foster City, CA. The role offers a hybrid model (three days in the office, two days remote) with potential growth to a primary advisor position on client relationships.

You should have a bachelor's degree and 1–2 years in financial planning or wealth management; CFP designation is aimed for within 2–3 years, with CFP Board accreditation or CPA as a bonus.