Senior Operations Associate

WizeHire, Inc; Lakewood (CO); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Health/dental/vision stipend

Profit sharing

LTDI (Long-Term Disability Insurance)

Wellness stipend

401(k) match

Unlimited PTO

Other benefits

Job summary

WizeHire, Inc. in Lakewood, CO is seeking a Senior Associate to provide advanced support to Lead Advisors. With several years of industry experience, you will tackle complex tasks, support junior associates, and ensure the highest quality of client service across Investments, Planning, Insurance, and Client Service.

This role is fully in person for the first year. After one year of service, you are eligible to Work From Home on Fridays.

Responsibilities

• Advanced support for Investments, Planning, Insurance, and Client Service.

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.