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Wealth Management Associate

Employer
Optas Capital
Location
Austin, TX or San Francisco, CA
Salary
Salary commensurate with experience
Closing date
Nov 21, 2021

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Preferred
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Optas Capital

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.

 

POSITION SUMMARY:

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.

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