Financial Paraplanner / Financial Planning Associate
Alpena, Michigan
Launch Your Career with One of Michigan's Premier Wealth Management Firms
Are you passionate about financial planning, building meaningful client relationships, and helping families achieve their life goals? Do you want more than just a job and are looking for a long-term career path with growth, mentorship, and advancement opportunities?
OsborneKlein is seeking a motivated, licensed Financial Paraplanner to join our growing team in Alpena, Michigan. This role offers the opportunity to work alongside experienced financial advisors, gain hands-on exposure to comprehensive financial planning, and develop the skills necessary for a successful career in wealth management.
At OsborneKlein, you'll play an important role in helping clients navigate life's financial decisions while working with one of the top Ameriprise Financial franchises in the country.
Why Join OsborneKlein?
- Work with a Forbes-recognized advisory team
- Join one of the leading Ameriprise practices in the nation
- Receive direct mentorship from experienced advisors and leaders
- Gain exposure to comprehensive financial planning, investment management, retirement planning, tax strategies, and estate planning
- Build lasting relationships with clients and make a meaningful difference in their lives
- Opportunities for professional growth and career advancement
- Collaborative, team-oriented culture focused on excellence and continuous learning
About the Role
As a Financial Paraplanner, you will be a vital member of our client service and financial planning team. You'll support advisors in delivering exceptional client experiences while developing a deep understanding of financial planning strategies and wealth management operations.
This position is ideal for someone who is detail-oriented, relationship-focused, and eager to build a long-term career in financial services.
What You'll Do
Client Service & Relationship Management
- Deliver exceptional service to new and existing clients
- Build trusted relationships through proactive communication and support
- Serve as a key point of contact for client inquiries and requests
- Schedule appointments and assist with client communications
Financial Planning Support
- Assist advisors with financial planning analyses and recommendations
- Prepare financial projections, planning reports, and portfolio review materials
- Gather, organize, and maintain client financial information
- Support investment and asset allocation review processes
- Assist in implementing planning strategies and follow-up action items
Client Meeting Preparation & Follow-Up
- Prepare meeting agendas and supporting materials
- Coordinate account paperwork and documentation
- Participate in client meetings as appropriate
- Document meeting notes and summarize recommendations
- Coordinate implementation activities with attorneys, accountants, and other professionals
Operations & Practice Management
- Utilize industry-leading financial planning and CRM technology
- Maintain accurate client records and documentation
- Support special projects and practice initiatives
- Adhere to all OsborneKlein, Ameriprise Financial, and FINRA compliance requirements
What We're Looking For
Required Qualifications
- FINRA Series 7 license
- Series 63 or Series 66 license
- Series 65 or Series 66 license
- Life, Health, and Variable Products Insurance licenses
- Legal authorization to work in the United States without sponsorship
Preferred Qualifications
- Bachelor's degree in Finance, Business, Economics, or related field
- Three or more years of experience in financial planning, wealth management, or financial services
- Strong understanding of investment and financial planning concepts
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Success Traits
The ideal candidate will demonstrate:
- Strong emotional intelligence and relationship-building skills
- Exceptional attention to detail and organizational abilities
- Outstanding verbal and written communication skills
- Analytical thinking and problem-solving capabilities
- A genuine passion for helping clients achieve financial success
- Entrepreneurial drive and a growth mindset
- Ability to learn quickly and adapt in a fast-paced environment
- A collaborative, team-first attitude
Benefits
- Competitive compensation based on experience
- 401(k) with company support
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Paid Time Off
- Professional Development Assistance
- Licensing and continuing education support
- Career growth opportunities
Position Details
Location: Alpena, Michigan
Employment Type: Full-Time, Exempt, W-2
Schedule: Monday through Friday, Day Shift
Work Location: In Person
Ready to Build a Meaningful Career?
If you're looking for an opportunity to grow your expertise, work alongside a high-performing team, and help clients achieve what matters most, we'd love to hear from you.
Apply today and begin your future with OsborneKlein.
Job Type: Full-time
Pay: From $45,000.00 per year
Work Location: In person
