Osborne Partners Capital Management offers the unique combination of sophisticated portfolio management and active financial planning. 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. Portfolio Counselors are assigned existing and new high net worth clients – no prospecting or cold calling – with the goal of building long-term relationships. Portfolio Counselors reach out to clients proactively, explaining the firm’s current economic outlook, educating clients on our investment philosophy, and addressing any questions or needs raised by clients. Additionally, Portfolio Counselors work to grow their books through additions and referrals from existing clients.
The CERTIFIED FINANCIAL PLANNER™ designation is required for this position. Osborne Partners offers financial plan analysis to existing clients, with the goals being to assess and display the current financial situation and to also forecast possible future scenarios based on malleable assumptions. The Portfolio Counselor will work with the client to gather all pertinent information, develop an extensive report to clearly present that data, and then explain to the client what conclusions the various forecasts reach and how changes in the variables might alter those results.
Responsibilities include, but are not limited to:
- Acting as the main point of contact for the firm’s clients
- Conducting regular portfolio reviews with our clients
- Working with our clients to create customized portfolio asset allocations
- Creating financial plans for our clients through in-depth discussions
- Act as liaison between our clients, the Investment Team and Client Service Specialists
- Introducing our clients to our Wealth Center application, which offers holistic financial views
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.