Operations Associate
$7,000 per monthLongwise Wealth Partners
Description The Wealth Management Operations Associate provides full support to one or more Lead Advisors & will primarily manage the execution of all of the Lead Advisors' recommendations, preparation & closure of client meetings. Those responsibilities include data collection for financial planning, investment analysis & operations, trade execution, investment account opening & maintenance, risk management implementation & service, note-taking, & drafting client communications. This position will allow the associate to get broad exposure to an integrated financial planning practice. Daily Time Spent
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 $48 Qualifications • Must have strong organizational & prioritization skills
• Excellent follow-up & follow-through capabilities
• Professional attitude, flexibility, demeanor, & appearance
• Must be an above-average communicator with exceptional interpersonal skills
• Must have an understanding of investments & general financial knowledge
• Previous work experience in the financial industry is preferred
• BA/BS Degree required
• Financial Planning/Finance/Economics/Business Major highly preferred
• Life & Health, Series 7, Series 63 Preferred
• Must be able to demonstrate the ability to build & maintain client relationships and trust
- 75% Operational Tasks
- 10% Long-Term Projects
- 10% Case Prep
- 5% Second Chair
- $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. This typically ranges from 15-40% of your base salary in cash awards
- 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 $48 Qualifications • Must have strong organizational & prioritization skills
• Excellent follow-up & follow-through capabilities
• Professional attitude, flexibility, demeanor, & appearance
• Must be an above-average communicator with exceptional interpersonal skills
• Must have an understanding of investments & general financial knowledge
• Previous work experience in the financial industry is preferred
• BA/BS Degree required
• Financial Planning/Finance/Economics/Business Major highly preferred
• Life & Health, Series 7, Series 63 Preferred
• Must be able to demonstrate the ability to build & maintain client relationships and trust
Vacancy posted 4 days ago
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