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

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Financial Paraplanner