Hewins Financial Advisors – Team Hewins, LLC

Team Hewins: Personalized Financial Planning for Modern Families

Financial planning works best when it starts with a clear understanding of the life someone wants to live. That philosophy sits at the heart of Team Hewins, an independent wealth management firm that focuses on helping families align their finances with their personal goals and long-term aspirations. Led by founder Roger Hewins, the team works closely with clients to design thoughtful financial strategies that support everything from investment growth to lifestyle planning.

Although the firm operates today under the name Team Hewins, its story stretches back to the mid-1990s. Roger Hewins originally founded Hewins Financial Advisors in 1999, building a CPA-based financial advisory practice in partnership with the regional accounting firm Wipfli LLP. Over time, the combined advisory practices expanded across several regions in the United States and eventually served more than 2,000 clients while overseeing nearly $5 billion in assets.

Today, Team Hewins continues that legacy with a renewed focus on serving families with more complex financial needs. As an independent, fee-only advisory firm, the team emphasizes transparent advice and long-term relationships rather than product-driven recommendations. Through modern client portals and personalized financial planning, investors can easily track portfolio performance while working alongside advisors who focus on building strategies designed to support both wealth and the life goals behind it.

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
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

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