Committed to your success

and growth.

Working at Team Hewins

Our success (and the success of our clients) begins with talent. That is why Team Hewins prides itself on hiring exceptional people who have the demonstrated potential to grow and develop over the course of their career.

To do this, we match those interested in working at Team Hewins with opportunities that reflect their strengths and talents. We believe in placing the right people in the right seats (or standing desk). We strive to provide opportunities that allow our team members to pursue their passions both in and outside of the workplace, with opportunities for professional development.

We are committed to continually strengthening the culture of excellence within our Team Hewins family, and a key factor in that pursuit is our people. We are honored that you are considering Team Hewins for your next career move, and we look forward to hearing from you.

Working at Team Hewins

Our success and the success of our clients begin with talent. That is why Team Hewins prides itself on hiring exceptional people who have the demonstrated potential to grow and develop over the course of their career.

To do this, we match those interested in working at Team Hewins with opportunities that reflect their strengths and talents. We believe in placing the right people in the right seats (or standing desk). We strive to provide opportunities that allow our team members to pursue their passions both in and outside of the workplace, with opportunities for professional development.

We are committed to continually strengthening the culture of excellence within our Team Hewins family, and a key factor in that pursuit is our people. We are honored that you are considering Team Hewins for your next career move, and we look forward to hearing from you.

Our Benefits

Join a Team and Build Community
  • Team-building outings and events
  • Employee engagement program with
    outstanding employee rewards and recognition
  • Lounge with games
  • Cool swag
True Work/Life Balance
  • Unlimited paid time off
  • Early close on Fridays
  • Generous family bonding leave
  • 401k and Roth contributions
Health and Wellbeing
  • Generous insurance benefits
  • Health and wellness reimbursement
  • Free never-ending snacks and beverages
  • Monthly team lunches
  • Onsite gym (Redwood City Office)
  • Weekly mindfulness break
Learn and Grow
  • Annual company conferences
  • Professional growth support
  • Education expense reimbursement
  • Mentorship and coaching programs

Our Mission

To serve successful people as financial counselors by:

  • Focusing on our clients’ unique needs.
  • Collaborating closely with their professional network.
  • Managing the complexity that results from their achievements.

Our goal is to build close working relationships across multiple generations as we focus on facilitating a shared family vision and legacy. We strive to continue developing a great team and culture, where people thrive.

Our vision is to further the success of as many families as we can.

Current Openings

Download the Team Hewins App for iPhone, iPad, and all Android devices today!
Team Hewins Google Play Store
Team Hewins Apple Store
Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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