Wealth Planning Associate

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.

Position Summary:

We are seeking a highly organized and detail-oriented Wealth Planning Associate to join our team.  The ideal candidate will provide vital support to our Advisors by ensuring seamless preparation for client meetings, once trained assist in financial plan modeling, efficient follow-up on post-meeting tasks, and high-level administrative client service. Additionally, this role involves research, information gathering, and assisting with project-based tasks to ensure operational efficiency and client satisfaction.

If you are a self-starter with strong communication skills (both written and verbal), proven professional experience, work well with a team, and have a knack for data gathering and organization, we may be a great fit for you. What else makes you a top candidate? Ability to manage multiple priorities and deadlines, a proactive approach, a client-first mindset (acting in a fiduciary capacity), commitment to continuing education, and genuine curiosity about the world of financial planning.

Career Path & Growth:

At OWM, we are invested in the long-term growth of our team members. For the right person, there is a defined career path forward, including the opportunity to grow into an advisor role over time.

That said, we are looking for someone who is ready to plant their roots in the WPA role and truly own it. The foundation of a great advisor is built by learning the details; understanding how client relationships work, how meetings are prepared and followed up on, and learning the Omega Way. We want someone who sees value in that process and is excited to develop their expertise over time.

If you are someone who enjoys mastering the behind-the-scenes work that makes everything click and is looking for a firm where your dedication will be noticed and rewarded over time, we would love to hear from you.

Duties:

·        Accurately generate client reports, assemble comprehensive meeting packets, and prepare all required documents based on established templates and checklists. Ensure all materials are complete and ready in advance of client meetings

·        Assist in financial plan modeling, once trained

·        Execute post-meeting action items, including forms, updates, data entry, and follow-ups in a timely and accurate manner. Monitor deadlines for follow-up tasks and ensure completion with minimal errors

·        Handle routine tasks such as managing client data and updating internal systems

·        Assist advisors with basic research on planning topics, financial products, and services

·        Summarize findings and present them in a clear, standard format for easy reference by advisors and clients

·        Carry out project steps as delegated, ensuring tasks are completed according to project timelines and company processes. Maintain and organize project-related documentation and assist with process-related administrative tasks as needed

·        Sit in on client meetings as needed

Required Qualifications:

·        1–3 years of proven experience within wealth management or financial planning

·        Strong organizational and multitasking skills with keen attention to detail

·        Ability to work efficiently and independently in a fast-paced environment

·        Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and CRM software.

·        Excellent written and verbal communication skills

·        Ability to maintain confidentiality and handle sensitive client information with discretion.

·        Knowledge of basic financial planning concepts

Preferred Qualifications:

·        Experience in Money Guide Pro, Emoney, Holistiplan, PreciseFP, Nitrogen, and/or IncomeLab

·        CFP coursework or a passed CFP exam

·        Series 65

·        Prior experience working directly with clients or background delivering a positive client experience

Benefits (*Following 90-Day Probationary Period):

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

·        Hybrid work schedule: Virtual/WFH Mondays and Fridays, In-office 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.