At Team Hewins, our people are
at the core of everything we do.

Current Openings

Our Story

All your life you have worked hard to become the success you are today. As you consider your future, is now the time to take your planning to the next level? Your life will benefit from planning that starts by understanding you, your family and the things that matter most. It’s all about you.

At Team Hewins, helping you achieve your financial goals starts with understanding your unique life and how you want to live it. We work with you to address all the moving parts and strive to put you on a path to success and confidence.

Our discovery process starts with you and your family. We make sure we understand who you are and what matters most.

Your Benefits

Join a Team and Build Community
  • Quarterly team-building outings
  • Cool swag
  • Lounge with games
  • Employee engagement program with
    outstanding employee rewards and recognition
True Work/Life Balance
  • Friday we close the office early
  • Unlimited paid time off
  • 8 weeks full salary parental bonding leave
  • 401k and Roth Contributions
Health and Wellbeing
  • Generous insurance benefits
  • Health and wellness reimbursement
  • Free never-ending snacks and beverages
Learn and Grow
  • 2 annual company conferences
  • Professional growth support
Download the Team Hewins App for iPhone, iPad, and all Android devices today!
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SHOOK Best in State Advisor

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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