Senior Operations Associate

Job Description

Job 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

• $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.

Compensation:

$70,000 - $80,000 yearly

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

About Company

Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood & Vail Valley, Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety. We are currently a team of 17 and are positioned for rapid growth in the near future. Our team values are diligence, authenticity, providence, generosity, and joy, and we live these values in everything we do.

Our team enjoys frequent interaction and collaboration with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings.

A Longwise team member has the following characteristics:

Grit, Vulnerability, Enterprising Spirit, Passion, and Generosity.