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 28
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
• Define and manage the account trading process focusing on efficiency and accuracy using Orion Eclipse, Salesforce and knowledge of securities trading. • Provide support to Advisor teams in delivering the best financial advice through expert knowledge of managed account offerings. • Manage the trading process requires deep knowledge of the Salesforce, Orion Eclipse trading platform and understanding of needs from Investment Management, Operations, Compliance, and third-party custodians. • Responsible for developing processes to maintain and update data in Eclipse related to client accounts, model assignments, and portfolio revisions. • Significant use of Orion Eclipse, Salesforce, and Microsoft Excel is required. • Use Orion Eclipse to assign and trade new accounts to models, maintain accurate adherence to models, implement model changes, fulfill advisor trading requests, and reconcile trades to ensure accuracy.
• 4-years degree in business, finance, or economics (or equivalent work experience) • Experience with financial products • Mastery of advanced Excel functions required - ability to analyze and organize very large volumes of complex trading data • Advanced knowledge of Salesforce • Advanced knowledge of Orion Eclipse Rebalancing platform • 3+ plus years trading experience preferred • Organizational skills and attention to detail with the ability to prioritize workflow and projects • Strong analytical and PC skills with problem-solving abilities • Ability to clearly and concisely communicate • Must have a record of academic excellence and strong work ethic • Must be in good compliance standing with all rules, regulations and policies
• 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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