Operations Associate

WizeHire, Inc; Lakewood (CO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health stipend

Profit sharing

Long-term disability insurance

Wellness stipend

401(k) match

Unlimited PTO

Job summary

WizeHire, Inc. in Colorado seeks an Associate to provide full support to one or more Lead Advisors, coordinating the execution of recommendations and handling data collection for financial planning, investment analysis, and operations.

This role emphasizes note-taking, drafting client communications, and exposure to an integrated financial planning practice. The first year is in-person, with potential Work From Home Fridays after milestones.

Qualifications

• Assist with financial planning data gathering and analysis.
• Support investment analysis and trade execution processes.
• Take concise notes and draft client communications.

Responsibilities

• Provide full support to Lead Advisors and execute recommendations.
• Handle data collection for financial planning, investment analysis & operations.
• Assist with trade execution, investment account opening & maintenance, risk management implementation.
• Take notes and draft client communications for clients.

Skills

Financial planning support

Investment analysis

Note-taking

Client communications

Data collection

Education

Licensing track: Life & Health, SIE, Series 7, Series 63

Job description

The 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

• 75% Operational Tasks

• 10% Long-Term Projects

• 10% Case Prep

• 5% Second Chair

Licensing Track

All associates must obtain Life & Health, SIE, Series 7, and Series 63 within the first 8 months of employment. All costs (study materials & exam) are covered by the employer. Team members are allotted 1 hour per day to use for studying, and the rest of the studying must happen outside of regular business hours.

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. 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.