Wealth Management Associate - Job Description (Austin, TX or San Francisco, CA)
About Optas Capita
l Optas Capital serves as an engaged partner and loyal friend to self-made earners and executives on the move. Managing newly earned wealth, and adjusting to the life changes it brings, can be daunting. The team at Optas has many years of experience working closely alongside first-generation wealthy clients to help them balance their financial, professional, and life goals. From evaluating job offers to tying the knot and buying a home, Optas provides holistic, unbiased advice, and customized estate and investment planning solutions, to help clients get the most out of life, while protecting their wealth and their financial future. To learn more, please visit www.optascapital.com.
The Wealth Management Associate will support current business development and relationship management team. The associate will utilize a combination of client-management skills, planning and market knowledge. This role will work collaboratively with other team members to address the specific planning and service needs of clients in order to cultivate new and existing relationships.
DUTIES and RESPONSIBILITIES:
Manages relationships with clients and proactively helps to resolve issues and concerns
Coordinates resolution of complex issues/concerns received from the client with input from senior team members
Identifies practice management opportunities through various firm channels
Provides support on products and services
Utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction with senior team members
Participate in internal research projects and special assignments as needed
Develops customized presentation materials for existing clients
Independently improves and streamlines the service model and operational procedures for the team
Assist in business development efforts and from time to time participate in RFP responses
KNOWLEDGE and SKILLS:
Financial industry, tax, or financial planning knowledge preferred
Excellent written and verbal communication skills with careful attention to detail
Strong presentation skills in a large group setting
Able to work independently, as well as in a group setting
Advanced user of Excel and PowerPoint
Self-motivated with a strong work ethic – able to work Monday – Friday. Client work at times could require more than 40 hours in a work week.