TL;DR
Define how advisors interact with the estate platform to service customers.
Flexible paid time off policy and 10 company-wide paid holidays, Parental leave, 6 weeks for all full-time employees and up to 14 weeks for birthing parents, Medical, dental, and vision benefits coverage for employees and their families, 401K eligibility after one month of employment, Free estate planning documents, Budget for learning & development and home office setup, Paid parking or transit for hybrid and in office employees