Associate Financial Advisor

Job overview

The Associate Financial Advisor role is hybrid in Miami, FL, with three days in the office and two days at home. Compensation is $75,000–$91,000 per year. Team Hewins is an employee-owned, fee-only Registered Investment Advisor focused on guiding clients toward financial wellbeing. The role provides personalized client service and supports financial planning and investment-management relationships. It helps the team coordinate client work and prepares the associate for a potential progression to primary advisor responsibilities, including opportunities to engage prospective clients.

What you'll do

• Deliver client service
• manage team workflow
• schedule and prepare for client and prospect meetings
• attend meetings and coordinate follow-up
• enter client data into financial-planning software and produce reports and analysis
• review accounts, reports, and invoices
• coordinate paperwork and deliverables with client service and investment operations teams
• document client activity and keep compliance items current.

What we're looking for

Skills & competencies

associate financial advisor

team hewins

miami fl

hybrid

3 days office

2 days home

$75k–$91k

financial planning

wealth management

client service

investment operations

employee-owned

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) with employer match, health insurance options, flexible paid time off, educational reimbursement, health and wellness benefit, employee engagement rewards, and early Friday office closure.

Why this role

Hybrid schedule; employee ownership; flexible paid time off, educational reimbursement, health and wellness benefits, and early Friday office closure.

About the employer

Team Hewins, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.