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 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 in coordination with the Wealth Advisor

• 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 (70%)

• Act as primary point of contact for relationships identified by the 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

Experience and Education:

• Bachelor’s degree required
• Experience in financial planning and advising for HNW/UHNW clients
• Pursuit of or attained CFP® designation
• Pursuit of or attained advanced designation/degree (JD, MBA, CPA, CFA, CIMA, etc.)
• 4-10 years direct advisory experience with HNW/UHNW clients

Skills 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 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 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.