Financial Planner
Austin, TX

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:

  • Utilizes financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction with senior team members

  • Coordinates resolution of complex issues/concerns received from the client with input from senior team members

  • Participates 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

REQUIREMENTS:

  • BA/BS degree required; advanced degree preferred

  • CFP designation or progress toward

  • 5+ years of experience in the financial services industry

  • Advanced user of Excel and PowerPoint

  • Familiarity with Salesforce, Redtail, eMoney, and Wealthscape

  • Familiarity with RIAs and family offices

  • 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

  • Self-motivated with a strong work ethic – able to work Monday – Friday. Client work at times could require more than 40 hours in a work week.

REGISTRATION:

If you do not have one of the following requirements, you will be required to pass the Series 65 licensing exam within the first six months of employment.

  • Current registration as an Investment Advisor Representative; or

  • Current Series 65: or

  • Current Series 7 and Series 66; or

  • Current Professional Designation: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Chartered Investment Consultant (CIC) or Personal Financial Specialist (PFS).

COMPENSATION, BENEFITS & SCHEDULE:

Job Type: Full-time

Salary: $100,000.00 - $200,000.00 per year

Benefits:

  • 401(k)

  • 401(k) matching

  • Discretionary Company Bonus

  • Insurance: Health, Dental, Vision, Life

  • Flexible spending account

  • Paid time off (commensurate with experience)

  • Work from anywhere policy (2 weeks/year)

  • Parental leave

  • Relocation assistance

  • Cell phone stipend

  • Continuing Education stipend

Schedule:

  • Work week: Monday-Friday

  • Business hours: 8:00am-4:00pm CST

  • Hybrid schedule with in-office days Monday-Wednesday

Travel:

  • <5%

  • Destination: Industry Conferences, CA Office

Work Location: Hybrid remote in Austin, TX 78704 (Downtown)

 

Please send resume and cover letter if interested to careers@optascapital.com

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