Associate Financial Advisor
Osaic is a financial services company seeking an Associate Financial Advisor to provide essential support to wealth Advisors. The role involves meeting preparation, client service, data gathering, financial plan development, and workflow coordination to ensure a high-quality client experience.
Responsibilities
- Ensure accurate, current client information for inputs used to develop and update comprehensive financial plans; assist Wealth Managers by supporting tax planning, cash flow management, retirement planning, estate planning, executive compensation, risk management and other areas as directed
- Scheduling client meetings upon advisor request and producing standard meeting preparation materials
- Actively participating in client meetings, taking notes, and entering documentation into Salesforce within 24 hours
- Update financial planning software and checklists in Salesforce as needed
- Drafting post‑meeting summary emails and outlining next steps for clients within 24 hours
- Initiating follow‑up tasks after meetings, including investment changes, contribution/withdrawal processing, administrative updates, opportunity tracking, meeting cadence updates, and coordination with other professionals
- Gathering client information and financial data, preparing financial reports and presentations, and responding to client inquiries
- Supporting senior advisors with research on planning strategies, investment opportunities, and market trends
- Participating in prospecting activities as appropriate and supporting relationship building with existing clients, prospective clients and centers of influence
Skills
- Bachelor's degree is required
- Strong written and verbal communication skills
- Ability to manage multiple tasks and communicate progress effectively
- High attention to detail and strong organizational capability
- Proficiency in standard office software; willingness to learn financial planning tools
- Professionalism and client‑first orientation
- Ability to work collaboratively within a team environment
- Experience in financial services or client service roles
- Foundational understanding of investment and planning concepts
- Interest in pursuing professional certifications such as CFP
Benefits
- Health, vision, dental insurance
- 401k
- Paid time away
- Volunteer days
Company Overview