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Summary
About the Role
About You
- Minimum 3 years’ wealth management or securities industry experience.
- 1-2 years’ experience in sales, business development, or client-facing financial services role.
- Active FINRA Series 7 license, or successful completion within 6 months of hire.
- Strong phone presence with a professional, confident, and engaging communication style.
- Eagerness to learn investment advisory concepts and platforms.
- Highly organized with attention to detail and the ability to manage multiple tasks.
- Proficiency in Microsoft Office, especially Excel and Outlook.
- Investment advisory support experience.
- Completion of the FINRA SIE exam.
- Experience with Envestnet / Wealth Management Platform.
- Experience with Salesforce.
Benefits
- Health, vision, and dental insurance.
- 401k plan.
- Vacation and sick time.
- Volunteer days.
- Sales incentive compensation.
Osaic provides the support, resources, and community designed for the future of wealth management. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.