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 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.

Olympus Wealth Management, LLC

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Olympus Wealth Management, LLC | Associate Wealth Advisor