Opus Financial Solutions LLC is a fee-only fiduciary wealth management firm providing financial planning, investment management, and tax planning in Boulder and Denver, Colorado and Downers Grove, Illinois, serving clients across the United States. We are seeking an experienced Wealth Manager to join our team and ultimately become a partner and owner at our firm.
In this role, you will have primary responsibility for serving your client relationships, delivering comprehensive wealth management advice and planning customized to each client’s unique needs, including but not limited to the following areas:
Comprehensive Financial Planning
Retirement Planning
Investment and Portfolio Management
Tax Planning
Education Funding
Insurance Analysis
Charitable Giving
SEC Compliance Management
As part of a succession planning initiative, you will have the opportunity to begin working with existing clients at Opus in multiple ways, with immediate commensurate compensation. In this role, you would also work with our Compliance Consulting team to assure periodic compliance calendar tasks are monitored and executed.
Experience, Education and Requirements
Certified Financial Planner
Chartered Financial Analyst certification a strong plus
Bachelor’s degree in business, finance, accounting or economics or equivalent work experience
5-20 years’ experience working as a financial advisor, investment analyst or a comparable field.
Experience in a Compliance related role a strong plus
No regulatory history or record of client complaints
Desire to ultimately become an owner/partner of our firm
