What are the responsibilities and job description for the Certified Financial Planner position at Optas Capital?
Company Description
Optas Capital provides personalized financial planning services in Austin, TX, with flexibility for remote work. We offer guidance on all aspects of wealth management, from career changes to major life events like marriage or home buying, to help clients make informed financial decisions.
This is a full-time hybrid role for a Certified Financial Planner at Optas Capital. The Certified Financial Planner will be responsible for financial planning, retirement planning, and providing personalized financial advice to clients. The role is based in Austin, TX, with the flexibility to work remotely.
- Financial Planning and Personal Financial Planning skills
- Certified Financial Planner certification
- Experience in Finance and Retirement Planning
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Bachelor's degree in Finance, Business, or related field
- Relevant industry certifications (e.g., CFP, CFA) are a plus