Financial Advisor Operations Specialist

Job not on LinkedIn

🔥 1 hour ago

🇺🇸 United States – Remote

💵 $70k - $75k / year

⏰ Full Time

🟢 Junior

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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Human Interest

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💸 Finance

💳 Fintech

💰 $200M Series D on 2021-08

Finance • Fintech

Human Interest is a company that provides affordable and full-service 401(k) and 403(b) retirement plans, primarily targeting small and medium-sized businesses. Founded in 2015, they aim to streamline the retirement planning process through seamless payroll integrations with over 500 leading payroll systems. The company emphasizes low-cost funds and zero transaction fees, and offers customizable retirement solutions to meet the diverse needs of employers and their employees. Human Interest also provides investment advisory services through its subsidiary, Human Interest Advisors LLC. Their goal is to make retirement benefits accessible to businesses of varying sizes, enhancing employee financial wellness and satisfaction.

📋 Description

• Provide expert guidance to financial advisors on plan design, compensation structures, and regulatory documentation requirements • Manage and resolve high volumes of advisor inquiries through email and phone • Coordinate with Account Management, Client Services, and Partnerships to resolve complex problems • Identify advisor challenges and implement scalable process improvements • Maintain case management, timely follow-up, resolution tracking, and service-level agreement performance • Provide white-glove support to financial advisor contacts regarding Human Interest services • Document processes and identify opportunities to enhance advisor support • Contribute to individual objectives and overall team success

🎯 Requirements

• 1+ years of experience in customer-facing roles such as customer support, account management, or call center operations; equivalent college experience accepted • Experience in Partnerships, Sales, or business development valued • Demonstrated customer service excellence and ability to create outstanding client experiences • Ability to manage multiple concurrent priorities, maintain attention to detail, and meet deadlines • Exceptional communication skills for phone and email relationship management • Resilience and composure under pressure • Outstanding attention to detail in written communication and data entry • Ability to explain complex retirement concepts clearly and provide actionable insights • Proficiency with Google Workspace and Microsoft Office • Adaptability in a dynamic startup environment and ability to manage shifting priorities

🏖️ Benefits

• Base salary of $70,000-$75,000 • 401(k) with dollar-for-dollar employer match up to 4% of compensation, immediately vested, with $0 plan fees • Health insurance • Dental insurance • Vision insurance • Competitive time off • Parental leave • Addition Wealth: unlimited access to digital tools, financial professionals, and a knowledge center for equity and financial wellness • Lyra enhanced mental health support for employees and dependents • Carrot fertility healthcare and family-forming benefits • Candidly student loan resources • Monthly work-from-home stipend • Quarterly lifestyle stipend • Team-building experiences, virtual social events, and team offsites