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Wealth Associate

Employer
Opus Capital
Location
Cincinnati, Ohio
Salary
$45-55k/year + benefits
Closing date
May 26, 2022

View more

Job Role
Wealth Management
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary
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Wealth Associate

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. Additionally, we utilize technology to meet with clients and prospects, and also to provide employees with added flexibility as needed.

 

This position provides an opportunity for rapid career development into many areas of the investment industry, most notably, financial planning (Certified Financial Planner, CFP®) and client service. There are no sales quotas, no cold calls, and no expectations to bring assets into the firm.

 

 

 

 Duties and Responsibilities

 

  • Manage the daily portfolio operations, including portfolio accounting and account reconciliation. Assist financial planners with client projects, including creation of customized financial planning models. Assist portfolio managers with preparation of meeting materials and participate in meetings. Manage new client onboarding. Client service including facilitating account paperwork.

Requirements

 

  • Highly-motivated, resourceful and trustworthy person with a strong work ethic and commitment to quality. Excellent organizational skills with strong hands-on capability. Desire to work in an entrepreneurial culture. Proficient with Microsoft Office, particularly Excel; experience with PortfolioCenter and Tamarac Advisor View suite a plus. Experience within financial services industry 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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