Financial Planner

Optas Capital

Financial Planner

ABOUT OPTAS CAPITAL:

Optas Capital serves as an engaged partner 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:

We are looking for a self-motivated problem solver and experienced Financial Planner to join our growing multi-family wealth management firm. You will work internally with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate exhibits and statements, advise clients, and manage implementation of client decisions in conjunction with the Relationship Manager. Externally, you will partner with leading investment, tax, and legal firms to deliver a customized plan tailored to meet each client’s unique objectives.

DUTIES and RESPONSIBILITIES:

• 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:

• 5+ years financial industry, tax, or financial planning knowledge
• 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 advisor technology
• Self-motivated with a strong work ethic – able to work Monday – Friday

EDUCATION and EXPERIENCE:

• Bachelor’s Degree and relevant work experience
• Certified Financial Planner (CFP®) designation (or working towards)
• 5+ years working in the financial industry
• Experience working in Operations

Please send resume and cover letter if interested to [email protected]

Job Type: Full-time

Pay: $125,000.00 - $175,000.00 per year

Physical Setting:

• Office

License/Certification:

• CFP (Preferred)

Work Location: Hybrid remote in Dripping Springs, TX 78620