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.