Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
Essential Duties and Responsibilities (include but are not limited to):
Assist Wealth Management clients with general service needs and inquiries; use available resources to ensure all aspects of client service are completed accurately and timely.
Prepare and process client paperwork for Wealth Management Clients; prepares custom materials for certain high net worth clients as needed.
Attend and participate in client and prospect meetings (as requested)
Create, update and maintain accurate and timely documentation in firm Client Relationship Management (CRM) system.
Support performance of annual review and evaluation of compliance policies and procedures as required by regulation.
Assist with maintenance and updating of regulatory filings (such as ADV and IMA).
Ensure accounts are opened and funded in a timely fashion including transfer tracking.
Maintain client data in all systems for assigned clients.
Daily review of transactions for assigned clients.
Assist in compliance resolutions.
Assists with preparation and distribution of client paperwork including timely and accurate documentation in CRM
system.
Complete assigned tasks accurately and meet established deadlines.
Assists with client service and communication; provides full advisor support
Looks for new and efficient ways to do business.
Assists team members in daily problem resolution. Communicates to management and team when problems are discovered that affect daily processes. Identifies operations gaps and works with manager and team for resolution.
Assists with training of department staff members as needed.
Leads department team meetings and is responsible for meeting agenda and follow up.
Assists with department new hire checklist duties as assigned.
Responds promptly to internal and external requests.
Acts independently to make decisions that are in the best interest of both internal and external clients.
Keeps management aware of decisions made and solutions available that affect general business operations.
Maintains an ongoing attitude of continuous improvement of processes within the department.
Participate on internal committees and/or projects as needed.
Qualifications, Skills and Requirements:
Strong attention to detail
Strong verbal and written communication skills
Ability to work independently as well as in a team environment
Strong organizational skills
Ability to thrive in fast-paced environment
Ability to establish and maintain collaborative working relationships with others of all levels
Ability to work with clients and partners at a strategic level
Education, Training and Experience:
Knowledge and understanding of department functions and interactions
Series 65 required; or work to obtain within first 90 days
5-8 years Financial Services Industry experience
BA / BS degree in a business-related field,
Experience in building & maintaining enterprise-level analytics solutions, preferred
Experience with Microsoft Suite (Excel, PowerPoint, Word, Outlook, etc.), required
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
Similar Jobs
What We Do
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience.
Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 75,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation.
OneDigital has received the Glassdoor Employees’ Choice Award for Best Places to Work in 2023. For more information, visit onedigital.com.
