Financial Planner

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.