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Associate Financial Advisor

Company: Osiwala Financial Group, A Wealth Management Firm
Location: Troy
Posted on: February 19, 2021

Job Description:

Osiwala Financial Group is looking for an Associate Financial Advisor to join their team in Troy.--This role will be responsible for participating in and preparing for prospective and existing client meetings, managing the team's sales pipeline, and works closely with other team members to deliver a superior client experience.Primary Duties:* Participate in client and prospective meetings.* Work with a lead advisor to create comprehensive financial plans, incorporating tax, risk, and estate planning.* Make outbound calls to leads and prospective clients.* Assist the team by answering client questions about investment issues and updating the CRM with all issues related to client communications and/or investments.* Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews.* Grow the team's book of business through the generation of referrals and prospect meetings.* Maintain accurate data in Salesforce.Our ideal candidate meets the following qualifications:-- Bachelor's degree in business administration, accounting, finance, financial planning or similar field of study preferred-- Series 7 and 66 (or 63 and 65) required, CFP-- designation a plus-- Minimum of two years' experience in the financial services industry-- Strong time management and organizational skills-- Exceptional oral and written communication skills-- Proficient with Windows based software, including MS Word, Excel, and PowerPoint-- Experience with Salesforce, Money Guide Pro, VEO, Orion a plus but not required-- Professional attitude, demeanor, and appearance, as well as being personal, approachable, and having a positive attitude-- Ability to work autonomously-- Ability to work efficiently with all levels of staff and managementBenefits -- Competitive pay (Salary commensurate with experience)-- Full Benefits package that includes medical, vision, dental, life, company matched 401k and team bonus-- Paid vacationTo apply please email your resume along with salary requirements to Karen Sievert at: karen@ofgwealth.com

Keywords: Osiwala Financial Group, A Wealth Management Firm, Troy , Associate Financial Advisor, Accounting, Auditing , Troy, Michigan

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