What are the responsibilities and job description for the Wealth Management Advisor position at Olympus Wealth Management, LLC?

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 Wealth Advisor is an experienced advisor who performs the responsibilities below.

II. RESPONSIBILITIES

Business development (40%)

Develop and maintain relationships with Centers of Influence (COI’s), prospects, and clients
Increase firm revenue and assets under management
Spend time with clients to promote referrals
Spend time with attorneys, accountants, and other professionals who work with high-net-worth and ultra-high-net-worth clients
Participate in networking groups where industry representatives gather to share connections
Attend community networking events
Participate in industry groups or on boards where we can demonstrate expertise
Shephard prospects through the due diligence and onboarding process
Coordinate firm resources
Provide advice and value and integrate team members where appropriate; take the lead on any subject not covered by the specialists
Lead the pitch
Stay connected to ensure successful onboarding and transition to team members
Participate in regular team sales meetings
Coordinate our collective effort to close new business
Report and track our progress

Relationship management (50%)

Act as primary point of contact for relationships identified by the Senior Wealth Advisor

Ensure client satisfaction through first class service

Provide advice and value and integrate team members where appropriate; take the lead on any subject not covered by the specialists

Participate in client meetings as appropriate

Training and mentoring team members (10%)

Meet with team members on a regular basis

Cultivate the culture of servant leadership

III. QUALIFICATIONS

Demonstrates company core values of Trustworthiness, Excellence, Leadership, Connection, and Wellness

Bachelor’s degree required; graduate degree preferred

Proficient in financial planning and advising for HNW / UHNW clients

CFP® designation

Attained Advanced designation / degree (JD, MBA, CPA, CFA, CIMA, etc.)

5-10 years direct advisory experience with HNW / UHNW clients

Excellent communicator (verbal, written and listening)

Strong interpersonal skills (integrity, humility, respect, empathy)

Effective working in a team setting

Proven ability to manage multiple client relationships

Extensive and up-to-date knowledge of financial planning and investment topics

Effective at time management and multi-tasking

Strong leadership experience

Proficient in Microsoft Office Suite

Past 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.

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