ܹͼ

Tailored to fit your needs

Rewards and benefits

At ܹͼ, we make sure our people are empowered to be their best selves, both personally and professionally. This starts with understanding and caring for our people as individuals—their whole selves and all areas of their life.

Join a community that supports and inspires you to prioritize your wellbeing, while we deliver personalized, holistic programming for your physical, emotional, financial, and community wellbeing.

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Physical

Managing your health and improving your daily energy.

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Emotional

Understanding and managing emotions so you can adapt to change and cope with adversity.

Financial

Achieving security and confidence in pursuit of financial goals.

Community

Experiencing positive relationships, meaningful connections and a sense of community, culture and belonging. Developing your career, prioritizing your family and pursuing your purpose.

We offer a wide range of quality and comprehensive benefits to support the overall wellbeing of our people and their families.

Caring for your...

Wealth

Wealth

  • Bonuses – Build financial security for years to come. Most employees are eligible for annual bonus or incentive compensation programs and can earn referral bonuses in many cases for new colleagues they refer who are hired by the firm!
  • 401(k) company match – Participate in a 401(k) retirement savings plan, which includes a company match of up to 3% of your pay.
  • Health Savings Account (HSA) – Pay for medical expenses now and after retirement tax-free, while earning tax-free interest and returns and gaining a firm-matched contribution up to $1,800 per year!
  • Education reimbursement – Advance your education with reimbursement for the cost of tuition, books and some related fees for up to two approved course(s) per year on a tax-free basis.
  • Parking and mass transit reimbursement accounts – Take advantage of programs that enable you to set aside money tax-free for job-related parking or mass transit costs.
  • 529 savings plan – Save for a college education while enjoying tax-free earnings and tax-free withdrawals for qualified expenses.
  • Consumer discounts – Through Beneplace, enjoy discounts on a variety of products including pet insurance, recreation, travel, personal services, and many other goods and services.
  • Long and short-term disability
  • Life insurance coverage
  • Legal plan – Gives you and your family members access to professional legal representation.
Health

Health

  • Mental Health – Gain a personalized platform that thoughtfully matches you (or your family members) with a level of care to suit your needs, whether that is unlimited access to self-directed digital programming and live community discussions or eight free annual sessions of one-on-one coaching or clinical therapy.
  • Medical, dental and vision plans – Take advantage of a progressive benefits package that provides coverage for services that are inclusive of the needs of all people.  Choose between two high-deductible health care plans with 73% of monthly costs covered by the firm, combined with a health savings account and a national PPO network.
  • Telehealth – Access convenient, affordable and immediate primary care from trusted, board-certified physicians via a text-based mobile app.
  • Wellbeing – Experience the power of wellbeing through ܹͼ’s Wellbeing Hub—a comprehensive digital wellbeing platform, unifying health and wellbeing into one personalized experience. Through a tailored and gamified approach, it delivers programming and content, encourages healthy habits/actions, provides activity challenges, enables connection to your devices and promotes meaningful social connections to support your wellbeing. It also provides opportunities to earn points and quarterly rewards, recognize your peers and track your personal health.
Family

Family

  • Support for new parents – All new parents are encouraged to take time to bond with your new child with 12 weeks of paid time off. Nursing parents who travel for work can also take advantage of a breast milk delivery service, Milk Stork. Repeatedly recognized as a top company for mothers and fathers, ܹͼ offers support for every stage of parenthood.
  • Fertility treatment – The ܹͼ health plan covers up to $50,000 for medical services or prescriptions related to fertility treatments.
  • Adoption and Surrogacy assistance – ܹͼ supports all kinds of families. As a half-time or full-time employee, supplement up to $20,000 of related costs per child, while gaining resources to support you in the adoption or surrogacy process.
  • Expense reimbursement – Reduce some of the stress associated with long hours or travel with $2,000 Extended Care Cash (ECC) reimbursement for dependent or eldercare cost.
  • Family support through Bright Horizons – Take advantage of readily-available back-up child and adult care, elder care coaches and on-site assessments, the College Coach program, tutoring, pet care and more.
  • Family caregiver leave – Take time away to care for a family member with a serious medical condition with six weeks of paid time off.
Time

Time

  • Paid time off (PTO) – Time away from work is beneficial for everyone! We offer a generous PTO program based on level and years of service, designed to provide flexibility for you to take time off.  Associates and above access self-managed time off to provide enhanced flexibility for time away.
  • Holidays – In addition to plentiful time off, regular employees enjoy at least 14 paid holidays (including one floating holiday).
  • Wellbeing days - As advocates for your health and wellbeing, these additional days provide you an opportunity to step away from the physical and mental demands of everyday life and come back refreshed and clear-headed.
  • Flexibility – ܹͼ supports formal and informal flexibility in a day, a week or a year, empowering you to balance life’s demands while also maintaining your ability to serve clients. We promote a hybrid work environment for most of our employees where they can flex between work, home and client locations depending on their engagement, team, and personal needs.
Career growth and achievements

Career growth and achievements

  • Accolades – Show your gratitude to anyone in the firm. Send and receive e-cards and rewards in recognition of contributions; to celebrate a job well done, special occasions; or to simply say “thank you.” Accolades Plus points complement the e-card program and can be redeemed online for over 3,500 gift items from 30 categories.
  • Firm awards – Be considered for a variety of internal awards programs that recognize our employees, including our Working Mother and Father of The Year, and First-Choice Advisor awards, innovation challenges, employee network group awards and various other team awards programs.
  • Ongoing development and learning – Immerse yourself in a culture of ongoing development that includes a mix of educational opportunities, exposure to a supportive community, on-the-job experiences and an inclusive ܹͼ environment. Engage in programs, certifications, trainings and other resources to support your leadership, advisory and specialized development.
Life

Life

  • Stewardship opportunities – Through the ܹͼ Foundation, engage in opportunities to participate in philanthropic programs like Dollars for Doers, Power of Love and more.
  • Diversity, equity and inclusion (DEI) – Enjoy networking, leadership and learning opportunities that enrich your employment experience and cultural knowledge. ܹͼ is committed to creating a workplace culture that values a diverse and inclusive workforce.

Wealth

  • Bonuses – Build financial security for years to come. Most employees are eligible for annual bonus or incentive compensation programs and can earn referral bonuses in many cases for new colleagues they refer who are hired by the firm!
  • 401(k) company match – Participate in a 401(k) retirement savings plan, which includes a company match of up to 3% of your pay.
  • Health Savings Account (HSA) – Pay for medical expenses now and after retirement tax-free, while earning tax-free interest and returns and gaining a firm-matched contribution up to $1,800 per year!
  • Education reimbursement – Advance your education with reimbursement for the cost of tuition, books and some related fees for up to two approved course(s) per year on a tax-free basis.
  • Parking and mass transit reimbursement accounts – Take advantage of programs that enable you to set aside money tax-free for job-related parking or mass transit costs.
  • 529 savings plan – Save for a college education while enjoying tax-free earnings and tax-free withdrawals for qualified expenses.
  • Consumer discounts – Through Beneplace, enjoy discounts on a variety of products including pet insurance, recreation, travel, personal services, and many other goods and services.
  • Long and short-term disability
  • Life insurance coverage
  • Legal plan – Gives you and your family members access to professional legal representation.

Health

  • Mental Health – Gain a personalized platform that thoughtfully matches you (or your family members) with a level of care to suit your needs, whether that is unlimited access to self-directed digital programming and live community discussions or eight free annual sessions of one-on-one coaching or clinical therapy.
  • Medical, dental and vision plans – Take advantage of a progressive benefits package that provides coverage for services that are inclusive of the needs of all people.  Choose between two high-deductible health care plans with 73% of monthly costs covered by the firm, combined with a health savings account and a national PPO network.
  • Telehealth – Access convenient, affordable and immediate primary care from trusted, board-certified physicians via a text-based mobile app.
  • Wellbeing – Experience the power of wellbeing through ܹͼ’s Wellbeing Hub—a comprehensive digital wellbeing platform, unifying health and wellbeing into one personalized experience. Through a tailored and gamified approach, it delivers programming and content, encourages healthy habits/actions, provides activity challenges, enables connection to your devices and promotes meaningful social connections to support your wellbeing. It also provides opportunities to earn points and quarterly rewards, recognize your peers and track your personal health.

Family

  • Support for new parents – All new parents are encouraged to take time to bond with your new child with 12 weeks of paid time off. Nursing parents who travel for work can also take advantage of a breast milk delivery service, Milk Stork. Repeatedly recognized as a top company for mothers and fathers, ܹͼ offers support for every stage of parenthood.
  • Fertility treatment – The ܹͼ health plan covers up to $50,000 for medical services or prescriptions related to fertility treatments.
  • Adoption and Surrogacy assistance – ܹͼ supports all kinds of families. As a half-time or full-time employee, supplement up to $20,000 of related costs per child, while gaining resources to support you in the adoption or surrogacy process.
  • Expense reimbursement – Reduce some of the stress associated with long hours or travel with $2,000 Extended Care Cash (ECC) reimbursement for dependent or eldercare cost.
  • Family support through Bright Horizons – Take advantage of readily-available back-up child and adult care, elder care coaches and on-site assessments, the College Coach program, tutoring, pet care and more.
  • Family caregiver leave – Take time away to care for a family member with a serious medical condition with six weeks of paid time off.

Time

  • Paid time off (PTO) – Time away from work is beneficial for everyone! We offer a generous PTO program based on level and years of service, designed to provide flexibility for you to take time off.  Associates and above access self-managed time off to provide enhanced flexibility for time away.
  • Holidays – In addition to plentiful time off, regular employees enjoy at least 14 paid holidays (including one floating holiday).
  • Wellbeing days - As advocates for your health and wellbeing, these additional days provide you an opportunity to step away from the physical and mental demands of everyday life and come back refreshed and clear-headed.
  • Flexibility – ܹͼ supports formal and informal flexibility in a day, a week or a year, empowering you to balance life’s demands while also maintaining your ability to serve clients. We promote a hybrid work environment for most of our employees where they can flex between work, home and client locations depending on their engagement, team, and personal needs.

Career growth and achievements

  • Accolades – Show your gratitude to anyone in the firm. Send and receive e-cards and rewards in recognition of contributions; to celebrate a job well done, special occasions; or to simply say “thank you.” Accolades Plus points complement the e-card program and can be redeemed online for over 3,500 gift items from 30 categories.
  • Firm awards – Be considered for a variety of internal awards programs that recognize our employees, including our Working Mother and Father of The Year, and First-Choice Advisor awards, innovation challenges, employee network group awards and various other team awards programs.
  • Ongoing development and learning – Immerse yourself in a culture of ongoing development that includes a mix of educational opportunities, exposure to a supportive community, on-the-job experiences and an inclusive ܹͼ environment. Engage in programs, certifications, trainings and other resources to support your leadership, advisory and specialized development.

Life

  • Stewardship opportunities – Through the ܹͼ Foundation, engage in opportunities to participate in philanthropic programs like Dollars for Doers, Power of Love and more.
  • Diversity, equity and inclusion (DEI) – Enjoy networking, leadership and learning opportunities that enrich your employment experience and cultural knowledge. ܹͼ is committed to creating a workplace culture that values a diverse and inclusive workforce.

Life at ܹͼ

There’s no one like you and that’s why there’s nowhere like ܹͼ.

Our people are empowered to make an impact, to own their career, and to achieve their personal and professional aspirations.  We celebrate the differences among our talented employees.

When we bring those unique talents and perspectives together, it strengthens our teams and enhances the unique insights we provide our clients.

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