O’Keefe Stevens Advisory, Inc. is seeking a dynamic and dependable person to provide our existing clients with exceptional service and financial advice. The Associate Financial Advisor role will deliver the Firm’s service model and embrace the investing beliefs of O’Keefe Stevens. This person will demonstrate familiarity with the Firm’s investment models and portfolio holdings. The right person in this role will quickly integrate with the service provided to clients and be an important asset to the Organization. There will be opportunity for growth as this role develops.
This is a salaried full-time position with potential for bonuses based on merit. OSA offers 401k eligibility upon hire with 3% employer contribution and profit sharing. Health benefits are offered after 90 days. A budget for professional development expenses is provided annually.
3 years’ work experience
Series 65 licensed, or obtained within the first 30 days
CFP®designation, or obtained within 3 years
Ability to travel to appointments
Demonstrated professional ethics and integrity
Confident and friendly with strong communication skills
Personal management skills with the ability to prioritize and meet deadlines
Proficiency in Microsoft Office products (Excel, Word, Outlook, PowerPoint)
Familiarity with Salesforce or other CRM
Work with the President, Marketing Director and Client Experience Coordinator to track and deliver the Firm’s Service Matrix to assigned clients through in-person review meetings, phone calls, client events, and other scheduled activities throughout the year.
Develop and maintain personalized Financial Plans using the Firm’s process and resources. These plans are updated annually and are utilized to provide clients with recommendations.
Schedule meetings, provide pre-appointment materials, post-meeting feedback, and follow-through with consistency and in accordance with procedures.
Continually increase knowledge of the Firm’s investment philosophy while staying current on changes to model portfolios and individual holdings managed by the investment team.
Establish a personalized business plan with the President each year to track progress.
Work with team members to better the client experience and team culture.
If you apply, please expect a thorough interview process with aptitude testing, background check, and fingerprint screening. O’Keefe Stevens Advisory currently has no advisors with disciplinary records. Please submit a resume with cover letter in PDF format to be considered.
Additional Salary Information: Bonuses based on merit.
About O'Keefe Stevens Advisory, Inc.
O’Keefe Stevens Advisory, Incorporated provides value investment management and financial planning services to a clientele of like-minded, affluent families. We follow a clearly defined and disciplined Investment Process. We are registered with and regulated by the United States Securities and Exchange Commission. A copy of the SEC registration is available upon request.OSA’s is an independent operation that embodies the value investment approach. Our primary objective is to develop and secure the financial well-being of our clients. We believe in a working relationship that serves the best interests of our clients. Our work often involves other members of the client’s advisory team-- for example, accountants, attorneys, bankers, and insurance brokers. If needed, we stand ready to introduce our clients to other capable professionals and we are happy to work with their existing advisors.Our contribution is mainly in continuing to achieve, for clients, a superior return on investments, consistent with the preservation of capital and with the individual goals of clients. We accomplish this by investing in securities with growth potential, while at the same time, focusing on safety of ...principal. Crucial to this mission is buying securities when they are priced at a discount to their underlying asset values.