Senior Operations Associate
$7,000 per monthLongwise Wealth Partners
Description The Senior Associate provides advanced support to one or more Lead Advisors. This role demands a high level of expertise & experience, taking on more complex & significant tasks, supporting junior associates, & ensuring the highest quality of client service. With several years of experience in the industry, the Senior Associate has mastered the Associate role & brings a higher level of expertise & efficiency to the team. Responsibilities include advanced support for Investments, Planning, Insurance, & Client Service. Benefits
This role is fully in person for the first year. Once you have a full year of service, you are eligible to Work From Home on Fridays. Once you have two full years of service, you are eligible to Work From Home on Tuesdays & Fridays. Responsibilities • Execute Investments, Planning, Insurance, & Client Service duties with a high level of expertise & efficiency for the team
• Able to demonstrate in-depth knowledge of various account types, transactions, & investment tasks
• Support junior associates on the rationale behind investment, insurance, planning, & client service duties, & ensure team members are adhering to best practices
• Exhibits expertise in various insurance products, services, & the underwriting process
• Participating in client meetings
• Ability to develop Scope of Engagements, Executive Summaries, Balance Sheets & other deliverables for clients
• Following, promoting, & creating systems and processes
• Ability to effectively train new team members Qualifications • FINRA Series 7, Series 63, and CO Health & Life Required
• 3+ years of experience in a wealth management firm, with a strong track record of success in a similar role
• Deep understanding of investment, insurance, planning, & client service operations, including product knowledge & transaction processes
• Excellent communication skills, with the ability to interact with clients & colleagues at all levels
• Strong analytical & critical thinking abilities
• Advanced proficiency in wealth management software & tools
• Exceptional organizational & prioritization abilities, high level of attention to detail & accuracy
- $10,200 annual stipend for health, dental, and vision insurance
- Profit Share eligibility with a 6-12 month waiting period, depending on when hired. Calculation is based on profit, base salary, and tenure. There is a cash component and a Long-Term Incentive component to the compensation plan
- 60% LTDI, up to $7,000/m
- $250 annual physical wellness stipend
- 3.5% 401(k) match
- Unlimited PTO after 2 years of service
- Many other benefits
This role is fully in person for the first year. Once you have a full year of service, you are eligible to Work From Home on Fridays. Once you have two full years of service, you are eligible to Work From Home on Tuesdays & Fridays. Responsibilities • Execute Investments, Planning, Insurance, & Client Service duties with a high level of expertise & efficiency for the team
• Able to demonstrate in-depth knowledge of various account types, transactions, & investment tasks
• Support junior associates on the rationale behind investment, insurance, planning, & client service duties, & ensure team members are adhering to best practices
• Exhibits expertise in various insurance products, services, & the underwriting process
• Participating in client meetings
• Ability to develop Scope of Engagements, Executive Summaries, Balance Sheets & other deliverables for clients
• Following, promoting, & creating systems and processes
• Ability to effectively train new team members Qualifications • FINRA Series 7, Series 63, and CO Health & Life Required
• 3+ years of experience in a wealth management firm, with a strong track record of success in a similar role
• Deep understanding of investment, insurance, planning, & client service operations, including product knowledge & transaction processes
• Excellent communication skills, with the ability to interact with clients & colleagues at all levels
• Strong analytical & critical thinking abilities
• Advanced proficiency in wealth management software & tools
• Exceptional organizational & prioritization abilities, high level of attention to detail & accuracy
Vacancy posted 4 days ago
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