Meet the Team Hewins financial planning and investment management team, led by Roger Hewins. Team Hewins empowers you to live the life you want. 1-833-439-4678 [email protected]. At Team Hewins, our counselors to family wealth believe helping with your financial goals starts by understanding your unique lifestyle and aspirations. 1-833-439-4678 [email protected] Careers
Team Hewins was relaunched as an independent, fee-only Financial Advisor. We have a new name and a fresh start, but this is just the latest chapter in our long story as financial advisors, dating back to the mid-1990s.
In 1999 Roger founded and served as President of Hewins Financial Advisors (primarily in California and Florida) and Wipfli Hewins Investment Advisors (primarily in the Midwest). Roger worked with Wipfli LLP, our regional CPA firm partner at the time, to create a CPA-based Financial Advisory practice, ultimately serving over 2000 clients with almost $5 billion in assets in the combined firms.
Find 1 listing related to Hewins Financial Advisors in Lees Summit on YP.com. See reviews, photos, directions, phone numbers, and more for Hewins Financial Advisors locations in Lees Summit, MO. Roger Hewins, founder, and president at Team Hewins, an independent wealth management firm in Redwood City, California, says a later retirement date, even if …
Team Hewins is separating from the CPA-based financial advisor they founded, Hewins Financial Advisors, to sharpen their focus on serving their more complex family clients.
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Financial Advisor – Team Hewins, LLC
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
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.
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
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
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