Financial Advisor
Do you enjoy helping successful
people with complex financial needs find the peace-of-mind they deserve? Do
you live to serve? If so, we should talk.
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 Principals and employees, most of whom have worked
together for years, are deeply committed to our fiduciary model as an
independent planning firm, 100% employee owned. We live to serve successful
people with complex financial lives, and we are looking for Financial Planners
who share our core values and commitment. If this is you, we want you to join
our team!
As a member of our team, you will be delivering the personalized
service that is our hallmark.
You will:
·
Provide exceptional financial planning and investment advisory
services to our clients, enabling them to achieve their personal/family and
charitable goals.
·
Engage with clients to understand their needs and goals and
develop deep, lasting relationships in the context of a successful long-term
planning process.
·
Enjoy the strong support of our marketing, operations,
investment and management teams and processes, so you can keep your focus on
clients and prospects.
·
Collaborate with clients’ other professional advisors and
coordinate clients’ complex financial lives so they can relax and enjoy their
success.
·
As part of our growth process, you will:
·
Develop and nurture relationships within our referral network
that result in a steady stream of ideal client referrals.
·
Identify and develop relationships with a few select Centers of
Influence (COIs).
·
Enjoy training that enables you to easily encourage warm
referrals from clients
·
Participate in our marketing processes, which will enable you to
develop as a thought leader and communicator
Are You the
Right Fit?
You are our ideal candidate if:
·
You are passionate about helping people and are dedicated to
exceeding client expectations
·
You love being part of a team and actively engaging with other
team members to bring our best to clients
·
You are committed to excellence and will accept nothing less
·
You have strong financial planning skills and a good
understanding of investments
·
You have a bachelor's degree in Accounting or Finance
(preferably) and have earned the CFP® designation. A CPA is a plus.
·
You may have several years’ experience in the financial services
industry, preferably with a Registered Investment Advisor. Or you may be fresh
out of a financial planning program, eager to put what you’ve learned to work!
·
Leadership and mentoring skills are always welcome, You may or
may not have strong “sales skills”, but you are willing and able to participate
in our growth process, with a lot of training and the team supporting you.
What Do We Do?
We serve successful people as financial counselors, attending to
the unique needs of each family, coordinating closely with their other
professionals, and implementing strategies to manage the financial complexity
that is the natural result of their achievements.
We work with clients to assure they are prepared to make smart
financial decisions, at every stage of their lives. Whether they’re preparing
for life after retirement or protecting the legacy they’ve worked so hard to
build, our clients require comprehensive planning, resources and expertise to
make their goals a reality. We strive to create lasting relationships and
provide constant, dedicated support, all while keeping our clients’ best
interests at the forefront.
What 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 match
·
Competitive health insurance options, with a generous employer
contribution
·
Flexible Paid Time Off (FTO) program
·
Educational reimbursement
·
Employee engagement platform for recognition and rewards
·
Health and wellness benefit
·
4:00 office closure on Fridays
·
Beautiful office and plenty of snacks
·
Onsite gym and more