Advisor360°
Advisor360° Benefits Overview
It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.
Compensation + Benefits
Offers 401(K)
Advisor 360's 401(k) retirement plan offers a broad selection of stocks, bonds and international index funds as well as yearly paid gold Robinhood account for your personal investment needs.
Offers disability insurance
We offer both short- and long-term disability coverage at 66.67% of an employee’s salary. We pay 100% of this coverage. We also offer supplemental long-term disability.
Provides 401(K) matching
Advisor360° matches $0.50 for every dollar an employee contributes, up to 10% of total earnings.
Offers life insurance
Advisor360° offers life insurance equaling twice an employee's annual base salary to a maximum of $500,000. We pay the full premium.
Offers company equity
Advisor 360 offers SARs (stock appreciation rights) as a long-term compensation incentive. Our Board of Directors determines the size of awards and vesting schedule.
Provides pay transparency
Offers performance bonuses
Advisor 360's bonus program is designed to reward and encourage individual contributions to team success through a company-wide bonus program.
Hosts company-sponsored family events
Provides an onsite Mother's Room
Provides family medical leave
Advisor360° follows the guidelines of the Mass Paid Family Medical Leave program through a private carrier. New parents qualify for additional internal coverage through the company after five months.
Offers dental insurance
Advisor360°'s national dental plan through Aetna covers up to $2,000 of expenses and includes a $1,500 orthodontia benefit for all ages. We cover 50% of the premium.
Offers health insurance
Advisor360°'s employees can select from a choice of Aetna health plans that provide comprehensive coverage and access to a broad national network.
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Advisor360° employees can elect to set aside funds on a pretax basis for qualifying healthcare, dependent care, transportation, and commuter parking needs.
Offers vision insurance
Advisor360°'s vision offers coverage to defray some of the costs associated with purchasing glasses or contact lenses. We pay 50% of the premium for vision coverage through eye med.
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Advisor360° hosts team gatherings and an annual holiday party each year.
Offers fitness stipend
We have an onsite fitness room with state of the art equipment as well as gym reimbursement through our health care provider.
Provides access to an onsite gym
Offers team workouts
Has employee-led culture committees
Provides opportunities to volunteer in the local community
Advisor360° participates in local volunteer activities that support early education and social mobility. You will also have one day of volunteer time off for causes you support.
Offers company-sponsored happy hours
Partners with nonprofits
Offers wellness programs
Provides onsite meditation space
Provides paid holidays
Utilizes an Unlimited PTO policy
Offers a flexible time off policy
Provides paid sick days
Provides wellness days
Employees are allotted two personal days as part of their benefits package.
Provides bereavement leave
Career Growth + Development
Provides customized development tracks
Prioritizes promotion advancement based on impact
Promote from within
Encourages lateral mobility to expand skills and impact
Provides online course subscriptions
Provides tuition reimbursement
Advisor 360 offers tuition reimbursement for all full-time employees of $5,250 annually after 6 months of employment.
Provides structured onboarding for new employees
Defines roles and sets expectations for success
Managers hold regular development check-ins
Provides paid industry certifications
Advisor360° offers approval-based funding for industry certifications to advance your career. We also offer a wealth management industry training for all employees.
Provides personal development training
Encourages knowledge sharing and cross-functional collaboration
Provides training support and resources for AI adoption
Company Culture
Utilizes a flexible work schedule
Utilizes a hybrid work model
Offers a remote work program
We have a hybrid policy, offering 2 remote work days for Needham-based employees and 3 remote work days for Bangalore-based employees.
Utilizes an open door policy that encourages accessibility
Implements team-based strategic planning
Hosts in-person all-hands meetings
Open office floor plan to encourage communication and collaboration
Uses an OKR operational model to clearly define goals and priorities
Defined values and mission statements
Provides onsite office parking
Some meals provided
The US office offers a monthly catered lunch and a monthly free meal in our onsite cafeteria. The India office offers lunch on in-office days twice per week.
Provides free snacks and drinks
Hiring practices promote diversity
Our recruitment team is constantly looking for diverse talent to fill our open talent positions.
Quarterly engagement surveys to gauge employee satisfaction
Transparent sharing of company-wide eNPS scores
Encourages autonomy and ownership from employees
Managers give public shoutouts and celebrate employee milestones
