About us | CAREERS

Purpose, Meet Opportunity: Start a Career With BEW

BEW’s culture prioritizes our people. After all, if we don’t empower our team, how can we empower our clients?

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Whether you’re joining us as an advisor or operations specialist, you’ll find a collaborative, purpose-driven environment that values transparency, independence, personal connection, and shared success.
LEARN ABOUT BEW

BEW Employee Benefits

Comprehensive Benefits Package
Including medical, dental, vision, life, and disability insurance to keep you and your family covered.
Quarterly Incentive Bonus Program
Rewarding high performance and commitment to client success.
Company-Paid Parking
Making your commute easier and more convenient.
Open Paid Time Off Policy
Encouraging a healthy work-life balance and time to explore passions outside the office.
401(k) Retirement Plan
Helping you save for the future with company-funded contributions.

How We Make a Difference

“BEW has been amazing in not only managing our portfolio for the past 2+ years after my wife and I retired, but in being such great people in general. Our advisor Kelly has been fantastic and she has been super knowledgeable and helpful in all things financial for us. We always have felt we were the most important person in the room (zoom) when talking with her. And I have had the recent pleasure of talking with another advisor, Chris, who was equally fantastic and knowledgeable. What a treat to have someone else step in for the short term and be as great. I can only imagine the other hard working people at BEW being the same. Thanks!”

— Bob L.

“The company has exceptional financial expertise and steadfast fiduciary ethics. The cornerstone of the organization is outstanding financial expertise, prudent investments, and strategic market savvy. Woven in the organizational fabric is dedicated customer service – by all employees. BEW is a first rate organization, and I am very pleased to be a client!”

— C.T.

“BEW has far exceeded my expectations. My portfolio is conservative and has more than doubled in value. They set realistic expectations and outcomes that are tailored to my needs. They prepare for and remain disciplined through market swings. They are responsive and thoughtful. Their professionalism, support and guidance have been invaluable to me.”

— Kathie M.

Testimonials are from current clients who were not compensated. Individual results vary, not a guarantee of future performance. Testimonials may not represent typical client experience.

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Join Our Team

Our office is located in the heart of Walnut Creek, California, where we proudly serve clients across 30+ states.

OPEN POSITIONS

Associate Advisor

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