Associate Financial Advisor
Osaic is a company in the wealth management sector, seeking an Associate Financial Advisor to support Wealth Advisors. The role involves meeting preparation, client service, data gathering, and financial plan development 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
Company H1B Sponsorship