Job description

Associate Financial Advisor – Experienced

OsborneKlein seeks a seasoned sales professional that has a demonstrated history of growing their business through mastering referrals and other lead generating tactics. To be considered for this position, you must have an existing Book of Business, with annual GDC in excess of $200k.

Compensation structure is based upon candidate’s experience.

Position requires

A motivated individual to work as a financial advisor with a primary focus on marketing to acquire new financial planning clients.

Associate Financial Advisor

• Develop a marketing strategy, with actionable tactics, to generate and qualify new leads
• Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment; focused on exceeding goals
• Build/maintain Strategic Alliances and a robust network of Centers of Influence to provide personalized service to clients and referrals for opportunities
• Participate in seminars and client appreciation events
• Handle unsolicited calls from prospects to schedule appointments
• Follow the OsborneKlein client service model
• Understand and utilize client management system
• Utilize and understand unique tools and processes available
• Schedule and conduct financial planning and advice meetings with clients and client prospects; providing comprehensive financial planning/advice and asset management services
• Service existing clients of other advisors, as may be needed
• Build deep, meaningful relationships with clients and execute a service model to provide solutions that support their financial goals
• Manage and resolve complex client service issues
• Review and interpret financial statements
• Read, analyze, and interpret general business periodicals and professional journals
• Demonstrate excellent verbal and written communication skills
• Work within OsborneKlein’s systems and guidelines
• Assist in various projects including portfolio reviews and preparing financial projections
• Participate in all aspects of preparing for client meeting activities including; data gathering, preparing agendas, assisting with client paperwork and asset allocations
• Be responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals
• Perform other tasks as assigned by the Chief Operating Officer or Franchise Advisor
• Adhere to rules and regulations as stated and required by OsborneKlein, Ameriprise Financial and FINRA

Required Qualifications

• Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status
• Regulatory licensing (We will sponsor these and work with you to get licensed, if you aren’t currently licensed)

> FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)

> State Securities (Series 63 or Series 66)

> State IAR (Series 65 or Series 66)

> State Life, Health Insurance and Variable Products lines

• Work in the Petoskey, Michigan office of OsborneKlein.
• Three+ years of work experience with a proven track record of success
• Showcase a background in building strong relationships and delivering superior client service
• Ability to work independently and keep practice leadership aware of progress and challenges
• Strong financial and analytic skills
• Strong persuasive and interpersonal skills
• Computer skills: Word, Excel, Outlook
• Continuing education – lifelong learning is required

Preferred Qualifications

• Bachelor’s degree from four-year college or university; three+ years related experience and/or training; or equivalent combination of education and experience
• Advanced degrees or designations in related disciplines
• Computer skills: Adobe, Skype, contact management systems, database software and other software tools as necessary
• Have a network of personal and professional contacts within the local area that you may engage for referrals

Misc Necessary Job Competencies

• High emotional competency
• Excellent listening skills
• High attention to details
• Ability and willingness to learn and adapt
• Comfortable communicating with clients in person, over the phone and virtually
• Team player; able to contribute and work in a team environment

About the Company

OsborneKlein is skilled in the art and science of finance. We understand the intricacies of planning – from insurances and investments, to tax planning, retirement and estate planning, with a focus on wealth accumulation and preservation.

OsborneKlein is one of the top Ameriprise franchises in the country. We have 14 financial advisors plus a 20-member support staff providing an outstanding level of client service and operational efficiencies within six locations in Michigan and Illinois, while also serving clients throughout the United States.

VISION STATEMENT

To have the OsborneKlein brand endure for generations by making significant positive impacts on the families of our clients, employees, and the communities in which we serve.

MISSION STATEMENT

At OsborneKlein, we provide clients with superior financial advice and world-class client service. We do this by creating personalized financial plans and use a disciplined, caring approach to keep our clients focused. OsborneKlein provides our employees with growth and development opportunities, internally and externally. We also encourage every employee to take time during work to volunteer and participate in community service and events.

OUR BRAND PROMISE

“We help plan for your future so you can live in the moment.”

TEAM CODE OF BEHAVIOR

• Be Responsible
• * Honor our values

*

• Client focused
• Integrity always
• Excellence in all we do
• Respect for individuals and for the communities in which we live and work

• Offer support, help, and assistance
• Lead by example
• Take personal responsibility
• Always tell the truth

• Be Accountable
• * Hold myself accountable for achieving my goals

*

• Play to win
• Privately address differences, issues, and ideas with the right people in a respectful manner
• Be on time

• Be Loyal to the Team
• * Recognize and celebrate the accomplishments of others

*

• Show loyalty to the absent
• Demonstrate commitment and caring
• Provide open and honest feedback

• Pursue Excellence
• * Offer suggestions that accompany complaints

*

• Think and act Win/Win
• Pursue excellence at all times

Job Type: Full-time

Pay: Salary plus commissions

Benefits:

• 401(k)
• Dental Insurance
• Disability Insurance
• Health Insurance
• Life Insurance
• Paid Time Off
• Professional Development Assistance
• Vision Insurance

Additional Compensation:

• Hiring bonus; depends on licensing status and current Book of Business

Job Type: Full-time

Pay: From $50,000.00 per year

Schedule:

• Day shift

Ability to commute/relocate:

• Petoskey, MI 49770: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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