Hybrid Associate Financial Advisor - Path to CFP

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

Benefits offered by this job

401(k) match

Health insurance

Flexible PTO

Education reimbursement

Employee engagement platform

Wellness benefit

Early Friday closure

Onsite gym

Beautiful offices

Snacks

Job summary

Team Hewins, LLC in Boca Raton, FL is seeking an Associate Financial Advisor to deliver personalized service and support the primary advisor on client relationships. The role is hybrid (three days in the office, two at home) and offers opportunities to meet prospective clients while advancing along a career path toward independent advisory responsibilities.

The ideal candidate has a bachelor’s degree with 1–2 years in financial planning or wealth management, excellent written and verbal

Qualifications

• Bachelor's degree and 1–2 years in financial planning or wealth management.
• Excellent written and oral communication skills.
• Proficient with standard office software.
• Willingness to pursue CFP designation within 2–3 years.
• Strong teamwork and client service focus.

Responsibilities

• Deliver exceptional service to clients.
• Manage workflow of the team.
• Schedule and prepare for client and prospect meetings.
• Coordinate with client service and investment operations teams.
• Ensure proper documentation and compliance.

Skills

Client service orientation

Communication skills

Office software proficiency

Financial planning experience

Education

Bachelor's degree

CFP track in progress

Tools

Financial planning software

Job description

Team Hewins, LLC in Boca Raton, FL is seeking an Associate Financial Advisor to deliver personalized service and support the primary advisor on client relationships. The role is hybrid (three days in the office, two at home) and offers opportunities to meet prospective clients while advancing along a career path toward independent advisory responsibilities.

The ideal candidate has a bachelor’s degree with 1–2 years in financial planning or wealth management, excellent written and verbal