Ready to shape your career in wealth management and make a real difference in people's lives? Are you looking for a challenge with lots of autonomy? If you're a driven, independent professional seeking a dynamic environment where your contributions matter, and you believe in doing well by doing good, you've found your family! Opus Wealth Management is seeking a full-time, long-term Associate Wealth Advisor. This role will help Loic with all the “quarterbacking” that needs to be done for his HNW and UHNW clients. The ideal candidate will have experience analyzing clients’ estate, tax, and investment planning, and be excited to wear multiple hats. This role will sit in on client meetings immediately and be responsible for debriefing and keeping the client’s team (us, CPAs, attorney, etc.) up-to-date and moving forward. Responsibilities: • Provide dedicated support to Loic by managing relationships with clients, addressing their planning inquiries, and contributing to the firm's intellectual property. • Quarterback the planning for high eight-figure and nine-figure clients that have complex needs. • Organize and enhance our planning resources, ensuring the timely delivery of valuable insights to clients. • Help Loic with Tax planning and estate planning research. • Develop a deep understanding of our investment philosophy and portfolio strategies to effectively communicate their value to clients. • Provide backup support to our operations team, demonstrating your versatility and commitment to the team's success. • Help Loic with research, including software, vendors, tax, estate, and investment research. Qualifications: • 4+ years of proven experience in a client-facing financial planning role (Associate Advisor, Paraplanner, Lead Advisor, etc). • Naturally curious human being who tends to ask lots of questions. • Coachable, teachable, and able to apply what you learn fast. • Technically proficient and always looking for technological hacks. • Track record of a strong work ethic and consistent performance that you're proud of. • A bachelor's degree is preferred. • Bonus points for CFP, EA, or CPA designations. Compensation: $90,000 - $150,000 yearly

• Provide dedicated support to Loic by managing relationships with clients, addressing their planning inquiries, and contributing to the firm's intellectual property. • Quarterback the planning for high eight-figure and nine-figure clients that have complex needs. • Organize and enhance our planning resources, ensuring the timely delivery of valuable insights to clients. • Help Loic with Tax planning and estate planning research. • Develop a deep understanding of our investment philosophy and portfolio strategies to effectively communicate their value to clients. • Provide backup support to our operations team, demonstrating your versatility and commitment to the team's success. • Help Loic with research, including software, vendors, tax, estate, and investment research.