Associate Wealth Advisor Job Description
I. MISSION
Olympus Wealth Management provides sophisticated financial planning and investment management solutions to high-net-worth and ultra-high-net-worth families. More specifically, it provides sophisticated planning to address the complexities that wealthy families face, investment management tailored to the unique needs and risk profile of its clients, first-class service with a focus on fewer, larger relationships, and a multi-family office that can be a client’s family CFO and gatekeeper.
The Associate Wealth Advisor is an experienced advisor who performs the responsibilities below.
II. RESPONSIBILITIES
Business development (20%)
- Develop and maintain relationships with Centers of Influence (COI’s), prospects, and clients
in coordination with the Wealth Advisor
Increase firm revenue and assets under managementSpend time with clients to promote referralsSpend time with attorneys, accountants, and other professionals who work with high-net-worth and ultra-high-net-worth clientsParticipate in networking groups where industry representatives gather to share connectionsAttend community networking eventsParticipate in industry groups or on boards where we can demonstrate expertiseShephard prospects through the due diligence and onboarding processin coordination with the Wealth Advisor
Coordinate firm resourcesProvide advice and value and integrate team members where appropriate; take the lead on any subject not covered by the specialistsLead the pitchStay connected to ensure successful onboarding and transition to team membersParticipate in regular team sales meetingsCoordinate our collective effort to close new businessReport and track our progressRelationship management (70%)
Act as primary point of contact for relationships identified by the Wealth AdvisorEnsure client satisfaction through first class serviceProvide advice and value and integrate team members where appropriate; take the lead on any subject not covered by the specialistsParticipate in client meetings as appropriateTraining and mentoring team members (10%)
Meet with team members on a regular basisCultivate the culture of servant leadershipIII. QUALIFICATIONS
Experience and Education :
Bachelor’s degree requiredExperience in financial planning and advising for HNW / UHNW clientsPursuit of or attained CFP® designationPursuit of or attained advanced designation / degree (JD, MBA, CPA, CFA, CIMA, etc.)4-10 years direct advisory experience with HNW / UHNW clientsSkills and Knowledge :
Demonstrates company core values of Trustworthiness, Excellence, Leadership, Connection, and Wellness
Excellent communicator (verbal, written and listening)Strong interpersonal skills (integrity, humility, respect, empathy)Effective working in a team settingProven ability to manage multiple client relationshipsExtensive and up-to-date knowledge of financial planning and investment topicsEffective at time management and multi-taskingStrong leadership experienceProficient in Microsoft Office SuitePast use of Salesforce, Black Diamond, and eMoney (Strongly Preferred)Compensation
Based on experience and qualifications.
Application
Qualified candidates should send a resume in PDF format to analysts@olympuswealthmanagement.com. Resumes are due on or before February 7, 2025, at 11 : 59PM MST. Olympus will review resumes immediately upon submission and may hire a qualified candidate before the deadline.
