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Osaic Careers

Wealth Management Sales Support Opportunity in Financial Services

Internal Advisory Transitions Associate

Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

12325 Port Grace Boulevard, La Vista, NE 68128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full time

Salary: $50,000 - $60,000 per year + sales incentive compensation paid quarterly

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Internal Advisory Transitions Associate is an entry-level role within the Advisory Consulting Team, focused on facilitating asset movement onto Osaic’s Wealth Management Platform (WMP). The role involves proactive outreach to financial advisors as well as following up diligently on referrals provided by other members of the Osaic Advisory Consulting Team. Role will engage with various Osaic stakeholders regularly and must be through and detail oriented. This role offers an exciting opportunity to build foundational knowledge of investment advisory services, develop core sales skills, and contribute to the success of a high-performing team.

Responsibilities:

Provide leading service and support experiences for our advisors on WMP program and manager selection.
Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue.
Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform.
Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift.

Osaic Careers

Wealth Management Sales Support Opportunity in Financial Services

Internal Advisory Transitions Associate

Location(s): 2300 Windy Ridge Parkway, Atlanta, GA 30339

877 Executive Center Drive West, St. Petersburg, FL 33702

7755 Third Street North, Oakdale, MN 55128

12325 Port Grace Boulevard, La Vista, NE 68128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Schedule: Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full time

Salary: $50,000 - $60,000 per year + sales incentive compensation paid quarterly

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

Responsibilities:

Provide leading service and support experiences for our advisors on WMP program and manager selection.

Provide overflow assistance with inbound calls and inquiries from financial advisors via the internal sales queue.

Analysis, create, and complete a business plan to move accounts effectively and seamlessly onto the WMP Platform.

Serve as the primary point of contact for assets transitioning to the Wealth Management Platform. Able to collaborate seamlessly with various teams within Osaic to complete asset shift.