Team Hewins
Associate Financial Advisor
Team Hewins, Boca Raton, Florida, us, 33481
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 Boca Raton, FL office and works on a hybrid model (currently two days in the office, three days at home). Your main responsibilities will include:Delivering exceptional service to our clientsManaging the workflow of the teamScheduling and preparing for client and prospect meetingsAttending meetings and coordinating follow-upInputing client data into our financial planning program and producing reports and analysisPerforming regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-upCoordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverablesEnsuring all client activity is properly documented and compliance-related items are up to date and deliveredAre you the right fit?You are passionate about helping people and are dedicated to exceeding client expectationsYou have strong organizational and rigorous follow-up skills to ensure all client needs are being metAttention to detail is second nature to you—it’s all about getting things rightYou love being part of a team and actively engage with other team members to bring our best to clientsYou are a proactive self-starter and do not hesitate to ask questions to get the job doneYou have excellent written and oral communication skills and are proficient with standard office softwareYou have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industryYou 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/or a CPA designationWhat 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 matchCompetitive health insurance options, with a generous employer contributionFlexible Paid Time Off (FTO) programEducational reimbursementEmployee engagement platform for recognition and rewardsHealth and wellness benefitEarly office closure on FridaysBeautiful offices and plenty of snacksOnsite gym and moreQualified candidates should apply at https://teamhewins.applytojob.com/apply.
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 Boca Raton, FL office and works on a hybrid model (currently two days in the office, three days at home). Your main responsibilities will include:Delivering exceptional service to our clientsManaging the workflow of the teamScheduling and preparing for client and prospect meetingsAttending meetings and coordinating follow-upInputing client data into our financial planning program and producing reports and analysisPerforming regular review of client accounts, reports and invoices to ensure accuracy and appropriate follow-upCoordinating with our Client Service and Investment Operations Teams on account paperwork, custodian-related service activities, and client deliverablesEnsuring all client activity is properly documented and compliance-related items are up to date and deliveredAre you the right fit?You are passionate about helping people and are dedicated to exceeding client expectationsYou have strong organizational and rigorous follow-up skills to ensure all client needs are being metAttention to detail is second nature to you—it’s all about getting things rightYou love being part of a team and actively engage with other team members to bring our best to clientsYou are a proactive self-starter and do not hesitate to ask questions to get the job doneYou have excellent written and oral communication skills and are proficient with standard office softwareYou have a bachelor's degree and at least 1-2 years of experience in financial planning, wealth management or related industryYou 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/or a CPA designationWhat 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 matchCompetitive health insurance options, with a generous employer contributionFlexible Paid Time Off (FTO) programEducational reimbursementEmployee engagement platform for recognition and rewardsHealth and wellness benefitEarly office closure on FridaysBeautiful offices and plenty of snacksOnsite gym and moreQualified candidates should apply at https://teamhewins.applytojob.com/apply.