Financial Planner

Location
Cincinnati, Ohio
Salary
Attractive compensation package including salary, bonus and benefits.
Posted
Nov 16, 2020
Closes
Dec 16, 2020
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Pursuing

Financial Planner

Opus Capital is a fast growing, evidenced-based investment advisory firm driven by our overriding mission to help people. We believe the marriage of comprehensive financial planning + statistically proven investment principles creates the clearest roadmap to long-term success.

Opus employees are currently working in-person in our downtown Cincinnati office, following COVID-19 safety guidelines. Additionally, we are utilizing technology to meet with clients and prospects, and also to provide employees with added flexibility as needed.

Duties and Responsibilities

  1. Financial planning:
    • Directly work with our clients to gather, organize, input, and report on their financial situation.
    • Join or lead client meetings, present plans and reviews, debrief and assign action items to Opus staff.
    • Monitor and re-evaluate financial plans on an ongoing basis.
    • Collaborate with and prepare with portfolio managers in advance of client meetings.
    • Assist in the preparation of client presentations, reviews and reports.
    • Not expected to bring current clients or assets.
  2. Client service:
    • Manage assigned clients, taking responsibility for all client contact and correspondence, quarterbacking all tasks to completion.
    • Initiate and field client calls on various items and requests (e.g., money movements, account questions, general inquiries).
  3. Research outside investments, including client’s company benefits, insurance/annuity products, etc.
  4. Attend weekly internal product and business meetings.

Requirements

  • Minimum of two years of experience.
  • Certified Financial Planner designation or working towards attaining designation.
  • 4-year degree from an accredited university, preferably in finance, accounting or economics.
  • Possesses a passion to help new and existing clients.
  • Attention to detail with an ability to work on multiple projects simultaneously.
  • Strong verbal and written communication skills.
  • Upbeat, positive, outgoing and personable; able to interact with various levels of staff.
  • Dependable, resourceful and trustworthy person with a willingness to learn.
  • Outstanding work ethic and commitment to quality.
  • Desire to work in a small, fast-growing and entrepreneurial company.
  • Experience with CRM, portfolio management software, or financial planning software is a plus.

Contact

Send cover letter and resume via email to:

Joe Condren, Principal, COO and CCO

jcondren@opusinc.com

(513) 621-6787

Thank you for your interest in Opus Capital; please note that only candidates selected for an interview will be contacted.

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