Financial Advisor

Team Hewins, LLC•Foster City, CA

About The Position

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 80-100 client relationships, 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: Learn to provide an exceptional client experience that encourage warm referrals from clients. Have the opportunity to contribute to our content development, which will enable you to develop as a thought leader and communicator. Identify and develop relationships with a few select Centers of Influence (COIs). 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 advisors, 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 Early office closure on Fridays Beautiful offices and plenty of snacks Onsite gym and more Apply at https://teamhewins.applytojob.com/apply

Requirements

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.
You may have several years’ experience in the financial services industry, preferably with a Registered Investment Advisor.
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.

Nice To Haves

A CPA is a plus.

Responsibilities

Provide exceptional financial planning and investment advisory services to 80-100 client relationships, 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.
Collaborate with clients’ other professional advisors and coordinate clients’ complex financial lives so they can relax and enjoy their success.
Learn to provide an exceptional client experience that encourage warm referrals from clients.
Have the opportunity to contribute to our content development, which will enable you to develop as a thought leader and communicator.
Identify and develop relationships with a few select Centers of Influence (COIs).