In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
January 22
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.
Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance
501 - 1000 employees
Founded 1997
💰 $736.3k Funding Round on 2022-02
• Serve as a key liaison for legal team supporting regulatory and compliance efforts. • Conduct research on securities laws, prepare filings, and monitor regulatory changes. • Assist with employment law matters, including drafting documents and managing disputes. • Organize legal department records and coordinate with outside counsel. • Provide project management and administrative support to attorneys.
• Bachelor's Degree required • Paralegal Certificate from an ABA-accredited program. • A minimum of five (5) years of relevant experience, including experience in a financial services firm. • Strong verbal, written, analytical, organizational and interpersonal skills. • Flexibility in daily work schedule to meet company/client needs during periods of heavy workload. • Superior verbal and written communication skills. • Proficient with Microsoft Office Suite or related software.
• Training and professional development • Medical, dental and vision coverage (Available to employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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