Careers
WestHill takes pride in being a team of caring and collaborative professionals guided by a client-centered approach in providing financial planning and advice. We exist to create better lives for our clients, our employees, and our community. We are looking for smart, diverse, and high integrity people to join our growing team. Does this sound like you?
Positions
Associate Advisor
The Associate Advisor is primarily responsible for providing support to the Financial Advisors with their clients’ advanced service and financial planning needs, while also attending to their own clients’ needs. The Associate Advisor will be responsible for conducting regular Portfolio Reviews with their clients. They will also be available to provide backup service assistance for Client Service Associates (CSAs), as needed.
Employee Value Proposition
WestHill’s Employee Value Proposition describes the mutual value expectations for every team member. We strive to deliver exceptional value to employees, and we expect that our value proposition will be in a continual state of evolution and enhancement.
WestHill Value Received
- Team members deliver exceptional value to WestHill and its clients
- Employees exemplify WestHill’s values of Leadership, Teamwork, Caring, Integrity, and Client-Centric
- Members of the WestHill team continually learn and grow, while helping other employees grow as well
Employee Value Received
- High purpose: bringing financial security to our clients
- Being part of a high performing team
- Being part of a caring work family
- Community support through donations and volunteer opportunities
- Some flexibility in work hours and location
- Team-wide events (bocce tournaments, barbecues, employee lunches, and more)
Benefits
WestHill Financial Advisors regularly surveys employees and tracks industry benchmarks to ensure we offer an exceptional employee value proposition. For all full-time positions we provide:
- Health insurance and premium reimbursement
- 401(k) with employer contribution
- Long-term disability insurance
- A generous paid time off program
- Ongoing coaching, feedback, and support
- Sponsored training and education opportunities
- Competitive salaries
- Bonuses based on performance and firm profitability
- Flexibility in work-from-home and daily start time
- Free parking