Osborne Partners Capital Management Hiring for Relationship Manager – Financial Planner (CFP) Job at San Francisco, CA Full Time

Job Description – Portfolio Counselor

Osborne Partners Capital Management offers the unique combination of sophisticated portfolio management and active financial planning. OPCM has an over 85 year history and manages over $2.3 billion in client assets as of 3/31/2022 (~600 clients). Our employees are smart, experienced, and hardworking individuals without egos. Our Portfolio Counselors are an important part of our offering. PC’s are the client relationship managers at Osborne Partners, providing portfolio management and financial planning guidance through phone conversations, email, and face-to-face meetings with our sophisticated clients. Portfolio Counselors are assigned existing and new OPCM clients with the goal of building long-term relationships and matching our long-term client retention of 99.1%. Portfolio Counselors reach out to clients proactively, explaining the firm’s current economic outlook, educating clients on our investment philosophy, and addressing any financial planning questions or needs raised by clients. Additionally, Portfolio Counselors work to grow their client service base through additions and referrals from existing clients.

This position can be based out of either of our offices: San Francisco or Menlo Park, CA.

Qualifications include, but are not limited to:
– 7+ years of investment industry experience (hopefully being the main point of contact for numerous clients)
– CERTIFIED FINANCIAL PLANNER™ designation is required
– Very strong knowledge of finance and capital markets (we use individual securities across multiple asset-classes)
– 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field
– Strong abilities to multi-task, manage various client requests, prioritize
– Quality communication skills – listening to clients’ needs and breaking down complex financial concepts
– Articulate and charismatic with a highly professional work ethic

Responsibilities include, but are not limited to:
– Acting as the main point of contact for the firm’s clients (will be assigned ~100 clients/households)
– Conducting regular portfolio reviews with our clients (quarterly – phone/email/in-person)
– Working with our clients and the investment team to create appropriate asset allocations for clients’ multi-asset class portfolios.
– Creating financial plans for our clients through in-depth discussions (eMoney)
– Act as liaison between our clients, the investment team, and Client Service Specialists (operations/back-office support)

OPCM offers a strong compensation and benefits package. Compensation includes a competitive salary and numerous bonuses – note there is no compensation ceiling for this position depending on a PC’s work ethic, retention, and knack for client referrals.

Benefits include medical, dental, and vision, along with 401K matching and a stock options plan.

To be considered for this position your resume must be accompanied by a cover letter summarizing your experience and why your background would be a good fit for the position.

Thank you for understanding that no phone calls will be taken for this position.

Job Type: Full-time

Pay: $250,000.00 – $350,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Referral program
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay
• Commission pay

Application Question(s):

• How many clients have you worked with directly in the past (you were leading the meetings)?

Experience:

• Financial planning: 5 years (Preferred)
• Relationship management: 7 years (Preferred)

License/Certification:

• CFP (Required)

Work Location: Multiple Locations