Associate Financial Advisor

Firm Background:

Omega Wealth Management, LLC (OWM) is a female-founded, fee-only, multi-generational wealth planning firm in Arlington, VA. We have been in business for over 25 years providing financial life planning and wealth management advice to a growing number of affluent and high net worth client families. Omega is also a certified B Corp, committed to running a sustainable and diverse business. Our mission is to help our clients navigate the human and financial complexities of wealth.

We are looking to expand our business based on a well-articulated strategic plan using the Entrepreneurial Operating System® and the Science of Scaling. We honor the Omega Core Values: Authenticity, Human-Centered, Curiosity, Always Evolving, and Team Approach. We believe in the concept of “Walk the Talk”, and a focus on balance in various aspects of our lives and work.

Position Summary:

We are currently seeking an Associate Financial Advisor who is already engaged in the financial planning/wealth management  industry, and is dedicated to helping take our company to the next level. This position requires a goal-oriented, self-motivated and professional person who is ready to lead client relationships . The primary responsibility will be helping to service existing client relationships on behalf of our company and support the Senior  & Lead Advisors in working with more complex client families. Interest and experience in working with women clients, and clients in transition is a plus. All candidates should demonstrate a level of professional demeanor and ability to follow operational processes and procedures. Candidates interested in future business ownership welcomed.

General Responsibilities:

·        Review/prepare appointment meeting materials for client meetings.

·        Must have strong technology skills and familiarity with industry related technology and visual tools.

·        Oversee preparation of proper planning agreements, forms, and applications for new client and existing client meetings.

·        Conduct research and analysis as requested by Senior & Lead Advisors.

·        Assist in financial life plan creation including data input, plan review, qualitative summary, presentation to client.

·        Serve as a back up to the Senior & Lead Advisors in communicating with clients.

·        Create investment recommendations as directed.

·        Perform planning & investment research as needed.

·        Assist Senior Advisor & OWM Service Team with appointment follow-up.

·        You will report to the Director of Client Experience.

Requirements/Qualifications:

·        Professional and knowledgeable demeanor.

·        Experience leading portions of client meetings/strong interaction with clients preferred

·        Enthusiasm for financial planning, with a strong interest in learning about life planning.

·        Bachelor’s degree or higher.

·        CFP designation required

·        Excellent knowledge of and experience in the securities industry, regulations, financial planning and investment management.

·        Strong verbal and written communication skills.

·        High EQ, high touch approach.

·        Ability to identify, adapt to, meet and follow through with client’s needs and requirements.

·        Familiarity and ideally, proficiency with Emoney, Money Guide Pro, Holisitplan, and PreciseFP

·        Must be a self-starter and a problem solver.

·        Comfortable in a fast-paced (at times), growth-oriented environment.

·        Must interact effectively with office staff and be a goal-oriented team player.

·        Attention to detail and a curiosity for finding solving problems.

·        Must demonstrate excellence in organizational and time management skills.

Benefits (*Following 90-Day Probationary Period):

·        Structured training and on-boarding plan, as well as well-articulated career path

·        Hybrid work schedule: Virtual/WFH Mondays and Fridays, In-office Arlington, VA location Tuesdays-Thursdays (subject to change)

·        Paid holidays (including your birthday – or extra day of leave), plus a Winter holiday break between Christmas and New Year’s Day

·        Summer Fridays off

·        Parking/transportation costs covered

·        Parental leave*

·        Flexible vacation policy*

·        Health/dental/vision insurance plan participation or up to $250/month reimbursement; HSA included with company medical coverage if enrolled*

·        Basic short-term and long-term disability, life, and AD&D insurance*

·        Annual budget set aside for your continuing education / professional development*

·        3% Safe Harbor 401k matching annual contribution, regardless of your plan participation*

·        Participation in the quarterly OWM Employee Bonus Program*

Note: OWM provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, OWM complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Pre-employment background checks will be conducted for candidates who are offered employment.